VP/DVP/AVP - Relationship Management - Bank

Department Icon BFSI (Operations & Lending)
Posted: 1 year ago
8-13 years
Gurgaon/Gurugram,Jalandhar,Lucknow,Noida,Anywhere in India/Multiple Locations,Pune,Mumbai,Kolkata,Bangalore,Hyderabad,Chennai,Others
BFSI (Operations & Lending)
work from office
Full Time

Posted: 1 year ago
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Job Description

  • 1. Relationship Management - Portifolio of Ultra HNI and HNI customers.
  • 2. Primary focus on Investment Advisory - PMS, MF & Other related products
  • 3. Should be working with top Foreign MNC & Indian Banks.
  • 4. Should be currently in a very Sr. Relationship Mgmt. role.
  • 5. Excellent Comm. Skills.
  • 6. Thorough knowledge of all Banking & Investment Prods.
  • 7. Handled AUM (Mutual funds)
  • Manage and grow a portfolio of HNI & Ultra HNI clients by providing expert investment advisory across PMS, Mutual Funds, and other wealth products.
  • Drive AUM growth through personalized financial solutions, deep relationship management, and superior client service.
  • Must have excellent communication, strong knowledge of banking and investment products, and experience in top Indian or MNC banks.

Skills

BankingBFSI SalesSalesSales HeadAdvisoryInvestment ProductsWealthAvp

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