Manager/ Sr. Manager / AVP - Wealth Management

PERFECT PLACER
  • Ahmedabad, Bangalore, Chennai, Delhi, Hyderabad, Kolkata, Mumbai, Pune
  • Confidential
  • 5-10 years
  • Views
  • 19 Jul 2018

  • Finance/ Accounts

  • Banking - Retail
Job Description

Primarily selling wealth investment products & identifying customer needs, assessing their risk appetite & providing them investment options & achieving targets as assigned by the organization on a monthly basis. Acquiring HNI/UHNI clients. Offer Private Banking/ wealth management services through products like mutual funds, advice on direct equity, structured products, insurance, asset allocation, bonds and derivatives. Acquiring high value relationships into the private banking group. Managing relationships of super HNI clients, retaining & enhancing advisory relationships. Service the banking requirements of the super HNI clients. To achieve sales targets in terms of income generated across all advisory products in. To execute cross sell efforts as per focus of the bank at any given point in time. To keep one self updated on the financial markets and in advisory products / services in particular. To acquire new clients in the targeted HNI segment from outside the bank Desired Candidate Profile: Qualification Graduate/ CA/ MBA/ CFA/ CWA/ Inter


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PERFECT PLACER