Private Wealth Manager - Bank

- Acquire new clients, generate revenue, and maintain relationships with HNI/UHNI & corporate clients, offering wealth advisory services. - Drive growth of Assets Under Management (AUM) or book size. - Analyze clients' financial information to develop strategies for meeting their objectives. - Conduct mandatory meetings with clients to keep them informed about the market scenario. - Analyze client portfolios, make recommendations for financial products, and assess their risk appetite. - Identify customer needs, provide updates to superiors as required, and create plans to meet customer requirements.

- 5+ years of Wealth Management experience in the industry, preferably from a Wealth Platform or banking background. - Graduation or Post Graduation in any discipline. - Understanding of market trends, investment products, and wealth platforms. - Certification in MS Office, MS Excel, AMFI, IRDA. - Strong result orientation, customer focus, knowledge-driven approach, and aggression. - Ability to continuously improve, plan and organize effectively, and manage interpersonal relationships. - Passion for acquisition and sales, along with knowledge of investment products, macro fundamentals, and behavioral finance.