Head - Private Wealth Management

Curve HR
  • Mumbai
  • Confidential
  • 8-13 years
  • 197 Views
  • 05 Oct 2015
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  • Sales/ Business Development/ Account Management, Investments

  • Banking - Retail, Banking - Corporate
Job Description

Responsible for advisory of HNI, UHNI, SHNI clients & then taking business forward
End to End Client Relationship Management - advising as per risk profile of the client.
Should maintain & continuously develop high end client base.
Build and manage strong independent relationships with clients, expand client base with new wins and conversions (both existing and new clients)
Well networked and market savvy to provide information/solutions to customers
Manage transactions and their closure in a time bound manner with optimal utilization of resources
Managing the Complete portfolio of the Clients.
Providing the HNI clients need based solution, multiple products.
Experience in the Private banking/Private wealth space with a strong base of client relationships at the High Net worth individuals/families/corporate treasuries.
Effective and clear communication both oral and written, Persuasive selling skills
Great ideation skills to structure deals as per client needs.
Networking and building relationships with existing and prospective clients adept in client acquisition


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Curve HR