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
CTC : 6 Lacs to 8 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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