Associate Consultant at Antal International
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Wealth Manager - Sales - Bank (3-15 yrs)
We are hiring for one of the leading NBFCs.
The Wealth management division is engaged in providing strong research backed financial services advisory to the HNI clients and managing their ongoing financial advisory and Portfolio Management needs. The product portfolio includes Mutual funds, Life insurance, Bonds, Structured products, Real estate advisory, Company fixed deposits & Equity Commodity Broking services etc.
- Partner Client Relations/ Senior Partner Client Relations are responsible for Identification and acquisition of Institutional clients and manage the overall relationship.
- SPM will be engaged in providing our Treasury solutions, selling of all investments products and also generating business leads for our SME lending business.
- The main challenges faced by this profile are conversion time, ensuring very high TAT, being up to date about the markets and products and meeting the customer servicing standards.
- The critical skill sets that this profile requires are a strong local network, Market and Investment product knowledge, ability to interpret market trends, high collaboration, good communication and negotiation skills, target orientation, acquisition experience/expertise and customer centricity.
The key job is to provide continuous & superior guidance to the team members to focus on
(1) Client acquisition
(2) Client retention & deepening
(3) positioning the brand effectively to attract talent
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