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 conciselyDrive For Results/ Business Acumen FocusDisplays ability to think out of the box. Solution provider.Robust analytical skills and ability to work in teams.

📌 Private Banker Pune
🏢 JM Financial Services
📍 Pune