Wealth Manager- Bank

Quotient Consultancy
  • Mumbai, Pune
  • 10-20 lakh
  • 4-8 years
  • Views
  • 18 Jan 2017

  • Sales/ Business Development/ Account Management

  • Banking - Retail
Job Description

Prerequisites :
-Prior experience in wealth management experience in Banks/ NBFC of minimum 4 years in Wealth Management is mandatory.
- Should have handled a sizeable AUM.
-1 year complete in current organisation.
- Open to NTB acquisitions.
- Should have experience in all wealth products,PMS,Equities, Insurance,etc.
- IRDA / NISM / AMFI certified.

Job Description :
-Develops new and expands existing High Net worth Customer relationships for liabilities.
-Ensures high levels of customer service orientation and application of bank policy.
-Cross sells existing bank products to customers.
-Informs customers of new products or product enhancements to further expand the banking relationship.
-Plans and conducts special sales initiatives and events for prospective and existing clients.
-Coordinates with other group companies to provide seamless access to other products.


Competencies/Skill sets for this job

Wealth Management Customer Relationships Broking

Job Posted By

About Organisation

Quotient Consultancy