Key Responsibilities & Tasks
- Understand in detail client's investment needs & create a long-term Asset Allocation plan.
- Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.
- Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M & A, and Private Equity.
- Handle the clients’ investment portfolio; the core thrust is on asset allocation and managing complete family wealth.
- Managing team and client relationships and generating AUM from preferred clients.
- To coordinate with the product and research team for taking investment decisions for the clients as per their financial requirement.

Experience
- Complete understanding in Equities (must), MF, tax planning,



financial planning, profiling, fixed income and exotic structures.
- Experience of advising clients across asset classes.
- Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.
- 10+ years of proven work experience in wealth sales.

Skills
- Communication skills - organizes thoughts logically and articulates them clearly and concisely
- Drive For Results/ Business Acumen Focus
- Displays ability to think out of the box. Solution provider.
- Robust analytical skills and ability to work in teams.

📌 Private Banker (Pune City)
🏢 JM Financial Services
📍 Pune City