AVP - Financial Advisor - Bank

One of our clients, A leading MNC Bank is looking for a right candidate for the below mentioned position.

Financial Advisor (AVP Level)

Location: Delhi, Mumbai, Bangalore & Chennai

Basic Job Purpose:

- Offer holistic Wealth Management solutions to HNI and UHNI clients.

- Directly responsible for promoting the right product to the right client.

- Consistently build own book through acquisition of HNI/UHNI clients and AUMs.

- Manage client portfolio and deliver client delight through constant engagement with existing clientele.

- Basis client suitability, offer Direct Equity and 3rd party investment products like Mutual Funds, Structured products, Bonds etc to clients. Also sell new products like Currency Derivatives and investments for foreigners etc. as and when they get launched.

- Build strong cross-functional relationships within the franchise for business generation through cross sell.

- Ensure the highest levels of service to clients.

- Keep self updated on changes in any Market/Compliance/Regulatory processes/norms.

- Ensure 100% compliance to Audits, Controls and Processes.

Education & Experience:

- MBA with, 5-7 yrs of work experience, preferably in the field of Equity Brokerage/ Wealth Management.

Interested may send your profiles with current CTC details to: preambojan@gmail.com

Premnath Bojan
Datamatics Staffing Services
Bangalore.