Hiring for Financial Wealth Mgr / Portfolio Mgr : Leading Banks / Nbfc: Mumbai in Mumbai, for Exp. 5 (Job in Mumbai)
(Not Shown) (Please mention IndiaDynamics.com 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.