We are looking for RM / Sr RM / AVP / VP Wealth Management / Private Banking for a young and promising financial advisory to be based in Kolkata with following responsibilities as mentioned below , the candidate should be from financial house only.
Qualification & Experience : Graduate / Post Graduate.
Experience: 2 Years 20 Years
Acquiring key relationships for company
- Deepening relationship with existing clients by effective management of client portfolios.
- Advising clients on major asset classes .
- Offer Private Wealth Management services through products.
- Manage & Acquire relationships of HNI 's & super HNI clients, retaining & enhancing advisory relationships.
- Managing book of 100-200 cr.
- Achieve sales targets in terms of income generated across all Wealth products