Wealth Manager - Bank (5-10 Yrs) Delhi NCR/Mumbai/Hyderabad (BFSI Sales) by TALENGAGE

Updazz.com (July-2017 से पंजीकृत) ने 12 दिन पहले इस नौकरी को पोस्ट किया था

Location - Mumbai Education - GraduateRoles & Responsibilities : - Experience working in a Private Bank/Wealth Management set up.- Selling of products : Mutual Funds, PMS, AIF, Structured Products, etc.- Handle and manage clients.- Experience of advising clients across asset classes.- The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent).- Maintaining client relationships and generate AUM (Mutual Funds, PMS, Structured Products ) from preferred clients.- Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.- Track the Affluent & Super Affluent Client segment in the market for new client acquisition.- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.- To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.- To conduct and assist in organizing seminars, workshops and other business development activities. (ref:updazz.com)

Payroll Type : Permanent