From 2 to 7 year(s) of experience

₹ Not Disclosed by Recruiter

Mumbai, Bangalore/Bengaluru

or

Job Description

Roles and Responsibilities

The YES First program is YBLs differentiated/ segmented proposition for high net worth relationships in the Branch banking domain. Being HNI customers, they require holistic relationship management not limited to investment advisory but extending beyond with an objective of becoming a one stop solutions shop across all customers wealth needs. The primary objective of the role is to build on the investment book of these YF/HNI customers by managing their entire wealth across investment products and services.

Recommended grade:
AVP/VP CtC upto 18lks

Key responsibilities:
1. Building on AUMs by growing the investment book of the bank and ensuring a one stop platform for managing customer investments across all wealth products/platforms

2. Inculcating client risk profiling before reviewing client portfolios and making recommendations; and ensuring portfolio alignment/rebalancing basis the profile/needs of the customer

3. Building a focus towards investment cross sell among the RM population and building on investment penetration of HNI customers

Role:Asset Manager

Salary: Not Disclosed by Recruiter

Industry:Banking

Department:BFSI, Investments & Trading

Role Category:Trading, Asset & Wealth Management

Employment Type:Full Time, Permanent

Key Skills

HNICross SellingRelationship ManagementInvestment AdvisoryRMCustomer ManagementBranch BankingInvestment Products

Education

UG:Any Graduate

PG:Any Postgraduate

Doctorate:Doctorate Not Required

Company Profile

Skill Ventory

A Leading Talent Research Firm.

Recruiter Name:Giriraj Gautam

Contact Company:Skill Ventory

Telephone:8982443444