Financial Wealth Manager/Portfolio Manager - Bank/NBFC (5-10 yrs)
Job Description :
- Leading banks and security broking firm is looking for Relationship Mgr / Wealth Mgr / Portfolio Mgr for across Mumbai location.
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.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
