Wealth Relationship Manager (4-10 Yrs) Mumbai/Pune (BFSI Sales) by TOTL RPO SOLUTIONS LLP

Updazz.com (July-2017 से पंजीकृत) ने 23 दिन पहले इस नौकरी को पोस्ट किया था और 1 उम्मीदवार ने अभी तक Clickindia जॉब्स पर इस नौकरी को देखा है

- Qualifications Graduate/Postgraduate in Finance, Commerce, Economics, or related field; certifications such as CFP, NISM, CFA (preferred).
-Prerequisite Investment Product knowledge is mandatory - Experience: 4-10 years of experience in wealth management, investment advisory, or private banking. Functional/Behavioral:Competencies:- Acumen towards understanding of client needs and provide adequate and prompt solutions.
-Strong understanding of financial markets, products, and portfolio advisory concepts.
-Proven track record of managing HNI/affluent client relationships and achieving revenue targets.
-Excellent communication, presentation, and relationship-building skills.
-High level of integrity, client-centric mindset, and strong analytical ability. (ref:updazz.com)

Payroll Type : Permanent