Sep
22
Refere your friends for an AVP /VP Wealth Management - Standalone / Teamhandling position with an MNC
Job Discription :-
Develop a relationship of trust with the HNI's and maintain high standards of confidentiality
•Offer quality advice with a conservative approach to help the clients’ preserve and grow their wealth on the basis of the recommendations of private banking advisory group –
•Portfolio management of the acquired & existing HNI's
•Understand the needs and priorities of the HNI's.
•Develop a financial plan commensurate with the requirements.
•Help the HNI's implement the plan.
•Track the HNI’s investments and give proactive suggestions to enhance the portfolio performance on a regular basis.
•Single point contact and personalized service to ensure timely and accurate execution.
•Actively Cross-sell other banking & TPP products
Ability to manage Sales Funnel
Manage territory / customer
Demonstrates ability to close a sale and meet the revenue members.
Candidate Profile :-
CANDIDATE PROFILE
• Graduate (BCOM,BBA preferred)
• MBA ( Marketing/Finance)
• Minimum 3 years of experience in Wealth Management. ( Stock,Insurance,Mutual funds & other bank products )
SKILLS REQUIRED
•Determination and Perseverance
•Openness to Improvement, Development & Change
•Present ability & ability to work alone....
Good disposition of Personality
Positive attitude
Good Team player
Contact - aprajitaa@e-lixirweb.com
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