Financial Advisor/Wealth Manager - HNI - Bank

We have an Opportunity with a leading MNC Bank in Mumbai/Delhi Location

Designation - Financial Advisor

Responsibilities:

- Acquire and 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.

- Ensure the highest levels of service to clients

Desired Profile :

- MBA with 6 to 9 years of experience in acquiring HNI and ultra HNI clients,Proficient in direct equity as a product.

- Excellent Communication Skills

Contact No: 080-41237369

Rumana Khan
Datamatics Staffing Services Pvt. Ltd
Bangalore