India / Mumbai Classifieds / Jobs / Finance/Banking/Insurance

Warning: Avoid Scams and Fraud. Unless you are sure about the other party do not get involved in financial transactions
Hiring for Financial Wealth Mgr / Portfolio Mgr : Leading Banks / Nbfc: Mumbai in Mumbai, for Exp. 5 (Job in Mumbai)

Reply to: (Not Shown)
(Please mention when contacting)
Job Description:Leading banks and security broking firm is looking for Relationship Mgr / Wealth Mgr / Portfolio Mgr for across Mumbai location. Interested candidates pl do share your updated resume with Deepa on [email protected] JOB ROLE: - Managing the High Net Worth customers of the Bank - Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. - Profiling Customers and provide financial products to meet customer needs - Ensuring the highest levels of service to the High Net Worth customers - Providing financial planning Investment Advise - Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc. - One point contact for all requirements of High Net Worth customers in the Branch - Acquisition Servicing of High Net Worth customers Desired Candidate Profile: - Any Graduate/Post Graduate/ Professional Degree with Minimum 3 years of work experience in Retail Branch Banking - Excellent knowledge of banking products services, equities markets, unit trusts and other personal investment services. - Good Relationship Management service focus Skills - Good Communication, Presentation, Interpersonal Influential Skills. - Knowledge of liability products, third party products like Mutual Fund, Insurance.

tags: 7 To apply for this job Click here »

Posted on: Saturday, 10 November, 2018  09:53
Expires On: Sunday, 03 April, 2022  18:30

Your most reliable resource for Jobs, Cars, plots, ads, Houses, Flats, Builders, Mumbai Real Estate, Services...

India Classifieds - The Number 1 Mumbai Classified Ads Portal for Mumbai Finance/Banking/Insurance Jobs