Wealth/ HNI RM – Leading Pvt Bank – Thrissur/ Kottayam/ Coimbatore

3 - 8 Years
Kottayam, Thrissur, Coimbatore

Job Description

Opening at: Leading Private Sector Bank

Job Location: Kerala: Kottayam/ Kannur/ Thrissur/ Pallakad/ Malappuram

Tamilnadu- Coimbatore/ Salem

Type: Permanent

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 profile

Qualification: 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 myjob@aspl.biz

* 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

Please refer to the Job description above

Company Profile

Amogh Software Solutions Pvt Ltd

Leading BFSI Recruitment Consultant Firm
View Contact Details+

Recruiter Name:Mr Prasad

Contact Company:Amogh Software Solutions Pvt Ltd

Reference Id:Prasad- Wealth RM- Bank- South