Key Skills Required:
• Understanding of financial services industry and Private wealth business
• Excellent communication skills
• Excellent Presentation skills
• Networking Ability
Integrity, Ability to establish trust, Strong analytical and interpretative skills, Self - driven, - Team Player, Ability to work under time pressure and adhere to deadlines.
Technical (Software / IT related):
Strong on Excel, word and power point skills.
Key Role Responsibilities
• End to End – Client Relationship Management - advising as per risk profile of the client.
• Thorough knowledge of all capital market products for HNI’s, with a proven capability of working with the clients to service their needs related to these products.
• New client acquisition.
• The most important responsibility is to get new new clients on board – HNI and Ultra HNI
• Will work within the boundaries of our business model using expertise of the product group and complying with requirements and processes in place for Private Wealth Team.
• Great ideation skills to structure deals as per client needs.
• Please note the overall booksize of PW is approximately 2.5k Crs
• Also note Products that we deal into – Equities, Mutual Funds, Real Estate, Commodities, PMS Products