Offer Private Banking/ wealth management services through products like mutual funds, structured products, insurance, asset allocation, bonds and derivatives.
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 basis revenue slabs.
To acquire new clients in the targeted HNI segment from outside the bank.
Candidate must have spent at least 1 year in the current role.
Should possess over all work experience of 4 - 6 years in wealth management.
Candidate must possess at least a Master of Commerce or Master in Business Admin/Post Graduate Diploma in Business Administration / Post Graduate Program in Management in Finance / Accountancy / Banking, Business Studies / Administration / Management or equivalent.
Having experience of selling equity, mutual funds and insurance related products.
Having experience & knowledge of retail banking.
Should be AMFI certified.
Preference would be for very smart, presentable female candidates with excellent communication skills with 1+ years of experience from media, hotel, aviation or BFSI industry in area of client acquisition / business Development.