Private Banker
15 hours ago
Scope
Investment management, Client Engagement, Product Management
Qualifications
MBA/ CA/ CFA/ CFWA
Experience
10+ yrs of total experience with a minimum of 5yrs handling UHNI Clients in Private Wealth units of Domestic Banks/ NBFCs/ EAM/ Wealth outfits.
Role
Identify, develop, and manage client relationships; deliver a suite of services and products catered to the client’s requirements.
Negotiate & structure transaction proposals that cater to the client requirements and meet their broader investment objectives.
Act as the primary point of contact and overall relationship manager for those clients.
Support the client wherever possible & be the first port of call for those clients. Deepen relationships with existing clients.
Leverage the integrated Nuvama Platform and establish synergies to scope opportunities continuously for clients
Team P&L handling experience for Team lead candidates
Client segment:
UHNI clients with Financial Assets of USD 3 Mn & above
Functional Competencies
Understanding of broader economy - global and local, knowledge of capital markets and various asset classes
Experience in investment management/ investment advisory/ product management
Behavioral Competencies
· Ability to think BIG, High on Integrity, Passionate, Ambitious, Perseverant, Collaborative
· Relationship management skills, interpersonal skills, excellent communication & interpersonal skills
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