RM - Private Banking - Investment Advisor

Opening with leading bank for Relationship Manager - Private Banking (Investment Advisor)

Equities and Private Banking Group

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 into the private banking group.

- Managing relationships of super HNI clients, retaining & enhancing advisory relationships.

- Service the banking requirements of the super HNI clients.

- 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 have spent at least 1 year in the current role.

- Candidate must possess at least a Master of Commerce or 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.

- Having experience & knowledge of retail banking.

- Should be AMFI certified.

- At least 2 year(s) of working experience in the related field is required for this position.

Job Location: Mumbai/ Bangalore/ Panipat/ Mysore

Or Contact Sushma @9560022968

Note:

Preferred Industry: Banking, NBFC , AMC and Broking house

Minimum AUM expected: 50 Cr. and Above