Job Description

Develop a relationship of trust with the HNI's and maintain high standards of confidentiality

Offer quality advice with a conservative approach to help the clients preserve and grow their wealth on the basis of the recommendations of private banking advisory group 

Portfolio management of the acquired & existing HNI's

Understand the needs and priorities of the HNI's.

Develop a financial plan commensurate with the requirements.

Help the HNI's implement the plan.

Track the HNIs investments and give proactive suggestions to enhance the portfolio performance on a regular basis. 

Single point contact and personalized service to ensure timely and accurate execution.

Desired Candidate Profile

Education-

UG: Any Graduate - Any Specialization

PG:Any Postgraduate - Any Specialization

Doctorate:Any Doctorate - Any Specialization, Doctorate Not Required

TOTAL EXPERIENCE OF 4-5 YRS IN SIMILAR FIELD.

Team handling experience is a must for atleast 3 years

Salary: 5,00,000 - 10,00,000 P.A

Industry:Banking / Financial Services / Broking

Functional Area:Financial Services , Banking , Investments , Insurance

Role Category:Retail/Personal Banking

Role:Domestic Private Banking-Executive/Manager

Company Profile:

Praaxis consultants Pvt Ltd

A Client OF Praaxis Consultants

Praaxis, a leading Talent Search and HR Consulting firm, stands tall to represent its name for "Practical Application of What Is Learnt" for recruiting best in class talent across levels and industries.

Business environment calls for experts who not only know their skill well but also put forth the humane touch. The Praaxis team comprises of management experts with decades of collective experience from across domains including Financial Services, Consumer Goods, Telecom, Hospitality, Education, Media, Retail, Information Technology among others domains to offer exemplary service to both customers and candidates. With the single-minded approach to satisfactorily meet the objectives for the individual job seeker and the hiring manager, Praaxis team ensure the desired outcome is met in quick response time. Every candidate profile is treated with extreme care to ensure the right fit for the desired role, as is every client given the due respect for the committed requirements that comes to Praaxis.

Recruiter Name:Nancy Jain

Address:312 Hemkunt Tower Nehru PlaceNEW DELHI,Delhi,India 110019

Email Address:[email protected]

Website:http://www.praaxisconsultants.com

Reference Id:WM - 10/11