We have an urgent opening for Investment Advisor with a leading domestic bank in Bangalore.
- Offer Private Banking/ wealth management services through products like mutual funds, advice on direct equity, structured products, insurance, asset allocation, bonds and derivatives.
- Acquiring high value relationships from branches into the private banking group.
- Managing relationships of super HNI clients, retaining & enhancing advisory relationships.
- To achieve sales targets in terms of income generated across all advisory products in slabs of 2crs, 1 cr and 0.5 cr.
- To execute cross sell efforts as per focus of the bank at any given point in time.
- To keep one self updated on the financial markets and in advisory products / services in particular.
- To acquire new clients in the targeted HNI segment from outside the bank.
- Candidate must possess Master in Business Admin/Post Graduate Diploma in Business Administration/Post
Graduate Program in Management in Finance/Accountancy/Banking, Business Studies/Administration/Management or equivalent.
- Having experience of selling equity, mutual funds and insurance related products.
Job Location: Bangalore
If interested, please share your updated profile at firstname.lastname@example.org