Private Banker

4 days ago


Ahmedabad, Gujarat, India WOW Softech Full time ₹ 10,00,000 - ₹ 20,00,000 per year
  • Acquire, manage and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity Broking, Mutual Funds, PMS, PE, Bonds, Structured Products etc.
  • Generate leads and develop prospects, network to identify referrals to new clients
  • Understand investment/financial needs, risk appetite of the client to create and manage a long term Asset Allocation plan.
  • Identify and execute on new business opportunities with existing clients.
  • Handle the clients investment portfolio, providing financial research, accurate information and tailor made financial solutions.
  • Generating AUM of 100X trail book.
  • Generating minimum of 2X revenue per month

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