Job Details


Sr Private Banker for a large PMS (Direct sales role)

  • 12 - 18 years
  • Mumbai
Industry :
Banking / Financial Services / Broking
Functional Area :
Sales, Retail, Business Development
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Quote job ref: 211419

Job Description

Job Description


Business Development and Client Servicing

Job Objective
Business Development and achieve sales as per the business objective

Key Skills
- Lead engagement with UHNI and Family Offices
- Client Relationship Management
- Business Development
- Market Intelligence

Job Responsibilities

Business Development
- Build strategy for business development
- Increase the AUM by sourcing and targeting right clients in right geographies
- Maintain leads pipeline, pitch to prospective investors, close sales and onboard new investors
- Keep updated with range of investment opportunities
- Build visibility of the company

Client Servicing
- Service existing clients and raise AUM from existing clients
- Monitor, understand and explain performance/attribution/risk for client accounts
- Provide ongoing information to investors. Conduct periodic calls / video conference with investors.
- Client retention

Educational Qualification MBA - Finance with good knowledge Equity

12 to 15 years
Good knowledge about Macro Economics, India Capital Markets
Equity Management Skills

Private Banking
Having managed a direct equity book or as a trader / fund manager
Equity sales specialist is an added advantage

Key Skills
Private banker
Equity sales
private banking
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