Private Banker - Wealth Management professionals

Emkay; Chandigarh; On-site; INR 6,00,000 - 12,00,000; Full time

Job summary

A financial services company in Chandigarh is seeking experienced professionals to manage client portfolios and develop sales strategies. Responsibilities include ensuring compliance with financial advisory guidelines and driving revenue generation through various asset classes. Candidates should have a strong background in financial planning and client servicing, with the ability to adapt to market changes and enhance client engagement.

Qualifications

• Minimum of 1 Cr. - 5 Cr. investable surplus required.
• Strong understanding of financial advisory guidelines.

Responsibilities

• Manage client portfolios and ensure compliance.
• Develop short and long-term sales strategies.
• Conduct market analysis to identify new business opportunities.

Skills

Sales Strategy Development

Client Servicing

Financial Planning

Market Analysis

Job description

• Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus
• Financial Planning (FP) and Portfolio Services
• Execution of transactions post FP and on periodical basis
• Manage Private Wealth, PMS and AIF fund related queries
• Ensure delivery of various MIS reports as per requirements
• To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization
• To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery
• Ensure discipline of asset allocation
• Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class
• To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition
• Continuous learning, to be better equipped than our competitors
• To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams
• To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances
• To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM
• Revenue Generation