Investment Advisor - Private Banking (3-15 yrs)

Written by: MBA Jobs on Friday, 30 March 2012
View all jobs posted by: sushma
Job Code: 51489
Location: Hyderabad
 


We have urgent opening for Investment Advisor/ Sr. Investment Advisor with a leading domestic bank in Hyderabad.

Job Responsibilities:

- 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.

Requirements

- 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.

- Should be AMFI certified.

CTC: Negotiable

Job Location: Hyderabad

If interested, please share your updtaed profile at sushma.sharma@abcconsultants.in

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