Recruitment Consultant at Intellectual Capital
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Wealth Manager - Private Banking (7-20 yrs)
Job Role:
- The RM will work as an advisor to identify and develop new opportunities to deliver advice and solutions to existing clients, and acquire new Wealth Management prospects
- Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services
- Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet
- Acquire New Clients for the firm and also develop new territories.
- Be able to work with colleagues of other divisions of the bank to Cross Sell products and services to clients
- Adhere to all company processes and policies, and carry the brand through developed functional and behavioral skills
- Deliver Sales Targets
- An advisor needs to expand existing client relationships, improve client satisfaction, strengthen client commitment, ensure client retention and grow revenue for Wealth Management while acquiring new clients as well
Job Requirements:
- Excellent written and oral communication skills
- Strong Organizational Skills
- Experience in investment/financial services & knowhow of capital markets knowledge
- Strong Teamwork and Collaboration
- Relationship Management & Interpersonal skills
- 7 - 20 years of experience
- Post-graduate qualification would be preferred in Wealth/ Private Banking
Jharna Ajmera
Recruitment Consultant
Intellectual Capital HR Consulting Pvt Ltd
Mob: 9820058275
Landline: 022-41284001
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