Private Banker/ Affluent/ Wealth/ PCG RM - Mumbai & Pune

Job Description:
Roles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings. Manage clients through client visits, suggest financial products to the clients and achieve business targets. Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & acquiring new clients. Candidates should have experience of managing / acquiring wealth &…