Job Location: Kerala: Kottayam/ Kannur/ Thrissur/ Pallakad/ Malappuram
Tamilnadu- Coimbatore/ Salem
Designation: Affluent/ Wealth Relationship Manager
Detailed Job Description :
1. Client acquisition for Wealth Advisory services offered by the Bank.
2. Advise and Manage the Investment needs of the Wealth advisory client.
3. Ability to understand the inputs of research report provided by investment research team.
4. Ability to understand and explain the various phenomena of financial markets
5. Besides Team target will also be responsible for individual numbers.
6. Should have exceptional customer relationship skills, industry acumen and proven experience in handling the HNI customer portfolio.
7. Should be well versed with banking industry and investment (Mutual Funds, Insurance, Equities etc.)
Required Candidate profileQualification: Graduation (Full time) with Relevant Certification in Banking Preferred
Age: Less than 34 years with proportionate levels of relevant
1. Relevant 2+ Yrs of experience, Candidate should be able to handle UHNI & HNI clients.
2. Candidate should be comfortable selling in Mutual Funds, Life Insurance, Bonds, PMS, SIPs etc.
3. Candidate must be experienced in wealth management
If this excites you do send us the following at email address email@example.com
* Word Format CV
* Internal HR Designation
* Current Monthly Gross Salary
* Expected Monthly Gross Salary
* Notice Period Days
* Date Of Birth
Salary: Not Disclosed by Recruiter
Industry:Banking / Financial Services / Broking
Functional Area:Sales, Retail, Business Development
Role Category:Retail Sales
Role:Sales/Business Development Manager
Desired Candidate Profile
Amogh Software Solutions Pvt Ltd
Recruiter Name:Mr Prasad
Contact Company:Amogh Software Solutions Pvt Ltd
Reference Id:Prasad- Wealth RM- Bank- South