Senior Career Consultant at Team Lease Limited
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Wealth Management - HNI Sales - BFSI (5-10 yrs)
Opening in Leading Financial Services Limited - Mumbai
Designation: HNI Sales - Wealth Management
Products: Investment Products
Location : Mumbai, Borivali, Navi Mumbai
CTC : 5.50 lacs
Job Responsibilities:
- The role is to provide consultancy and advisory services HNI clients (25Lacs ticket size)
- Managing portfolios of wealth customers and advising on the investment products such as Mutual Funds, PMS, Equity, and Structural Products according to the best fit of their requirements.
- Providing all kind of banking solutions to clients and working as the single point of contact for the clients on behalf of the bank.
- Enhancing as well as developing new customer relationships.
- Handling Relationship from 10 Lakhs to 5 crore.
- Financial Planning of clients taking into consideration their financial goals & needs.
- Providing end-to-end Wealth Management and Portfolio Management solution to clients.
- Communicating & selling of TPP products to clients as per the organization requirement, further strengthening the banking relationship.
- Handling sales & marketing operations; implementing promotional activities to spearhead business development initiatives.
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