Exp: 4 - 10 years
CTC: 15 - 40 LPA
Talents should have 3+ years experience in wealth management handling HNI/UHNI
Should be from NBFC/Banks/Private wealth firms
Job Description :
- Offer Private Banking/ wealth management services through products like mutual funds, advice on direct equity, structured products, insurance, asset allocation, bonds and derivatives.
- Acquiring high value relationships into the private banking group.
- Managing relationships of super HNI clients, retaining & enhancing advisory relationships.
- Service the banking requirements of the super HNI clients.
- To achieve sales targets in terms of income generated across all advisory products in slabs of 2crs, 1 cr and 0.5 cr.
- To execute cross sell efforts as per focus of the bank at any given point in time.
- To keep one self updated on the financial markets and in advisory products / services in particular.