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Looking for tenured Private Bankers with strong track record in managing UHNI clients in Mumbai.
The role is a client facing role managing the HSBC relationship with our highest value clients where professionalism, client focus, and an expert understanding of financial planning and wealth products are critical to the success of the business. The role holder has a responsibility to acquire, develop and retain relationships with a portfolio of Private Banking clients.
Regional Head- Wealth Management
We are looking for tenured private bankers with strong track record in managing UHNI clients in Mumbai.
Manage and acquire private banking relationships for the organization and garner AUM, alongside managing a team of senior bankers.
Own and manage the third party product distribution P&L with a leading stock broker in India.
The KAM - Mumbai will be responsible for managing key accounts, generating new sales, and achieving sales targets across Enterprise accounts.
This role involves steering the strategic direction of the company's shipping and freight division in India, and overseeing all sales operations in the region.
Background of Global banking experience.Good with Credit Analysis, reviewing and underwriting Memorandum
The Founder's Office role will be tasked with the management of daily business operations to increase efficiency and productivity.
The Principal will be responsible for working on projects in the business improvement domain. S/he will be involved in managing consulting assignments and work with clients on strategy projects.
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