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Job Description
:
- Establish, manage, and grow the TRV of Treasures Private Client segment by acquiring and nurturing the clients having AUM INR 6cr
- Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM
- A significant part of the role will be to identify and secure new clients to increase AUM. This can also be achieved by bringing an existing book of clients over to transfer the AUM.
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- Ensure complete knowledge of all products & services through continuous skill and knowledge improvement
- Provide feedback on market, competition, and products, suggest innovations & ideas for continuous product and service improvements
- Use financial acumen and investment expertise to review a client information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short- term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience
Skills
BankingPrivate BankingInvestment BankingCorporate BankingFamily Office OperationsAdvisoryIf an employer asks you to pay any kind of fee, please notify us immediately. Jobaaj does not charge any fee from the applicants and we do not allow other companies also to do so.
Important dates & deadlines?
Application Deadline
24 Nov 25, 05:34 PM IST
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