Recruiter at Smart HR Solutions
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Senior Manager - Wealth Management - Bank (3-5 yrs)
Senior Wealth Manager
1. Develop and implement an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement through detailed client profiling and match identified opportunity to investment solutions provided by the organization.
2. Experience of selling investment products like PMS, Mutual Funds, Bonds Structured products, broking solutions, Insurance, Financial planning etc.
3. Create own book and Investment AUM portfolio size through deepening relationships and new acquisition
Skillset/ Attributes :
1. Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage.
2. Should have good communication & presentation skills.
3. Pleasing and positive attitude.
4. Should be a self-starter, proactive & target oriented.
5. Relationship building skills and team handling experience
6. Candidates having NISM XA, XB, CFP, CFA will be given priority
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
