Senior Career Consultant at Team Lease
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Senior Wealth Manager - Sales - NBFC (2-5 yrs)
Currently we have opening for Sr. Wealth Manager for one of our NBFC client for Bangalore Location.
Position : Relationship Manager
Experience : 2 - 5 years
Qualification : Any Graduate
Department : Sales
Gender: Male/Female
Business Unit : Wealth Management
Job Responsibilities:
To cater to the banking needs of the Private Banking clients of the branch.
Managing the portfolio of the clients through investments into varied third party product offerings like Mutual Funds, Insurance, Fixed Deposits, and Gold.
Candidate should be comfortable being an Individual Contributor.
Good product knowledge and sales driven attitude is must.
Candidate should have AUM of at least 100 Cr (financials) in his current company (as expectation from him will be to build minimum 100 Cr of AUM)
Candidate will be handling clients of minimum threshold of 5 cr.
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