We are hiring wealth managers for our wealth segment

- Candidate with good experience in Wealth with excellent communication skills can apply .

- Salary is no bar for the right candidate

Job Purpose:

- Monitor and address HNI clients banking and Investment requirements, use financial acumen and investment expertise to review a clients personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals.

Key Deliverable:

- The objective of this job is to increase overall financial revenue being generated from the set of HNI accounts mapped

- Main deliverables are building and maintaining long term relationships, deepening relationship (growing relationship value) and growing revenues .

- By reaching out to all mapped clients on a periodic basis (defined) and cross selling as many products as possible (as per the demographic, lifestyle and risk profiling)

- By providing seamless and superior service delivery

Responsibilities:

- Achievement of product-wise targets

- Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio.

. Acquisition of new HNI clients and formulating strategies to increase the client base

Dealing with existing clients

Preparation and execution of financial planning

Regular portfolio review of client

. Providing advisory services into various instruments like insurance(life&non life), Mutual Funds, PMS, Bond, Equity, Real Estate, Gold(ETF), & FMP.

. Approaching need based product to the client through financial planning

. Access the portfolio risk according to changing market situation

. Generating the revenue primarily through liability products

- Resolution of queries of all mapped clients within TAT specified

- Ensure compliance through regular process checks and self-audit scores

Other Responsibilities:

- Ensuring need based product approach towards clients and regular reporting of product penetration

- Managing relationships to improve relationship value of existing customers

Interested candidate can come for walk in Interview on below mention address:

Bajaj House 97
5th Floor, Near Sona Sweets.
Nehru Place Delhi
Contact Person
Ankush Chander(HRD)
8860632943
Interview dates : 24th Nov 2014 - 28th Nov 2014
Timing 11:00 AM - 4:00 PM

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