Job Title: Team Leader - Premier Wealth  Reports to: Zonal Head-Wealth  Reportees : Sr.Financial Advisor/Financial Advisor.  Location:Bangalore  Desired Profile:  Qualification & Experience: MBA (Mandatory), Certified Financial Planner (Non Mandatory) with 6-10 years experience.  Industry: Bank & NBFC-Wealth (Preferably Wealth Managers from Banking Sector & Wealth)  Specialized knowledge on: Equities, Mutual Funds, Real Estate market, Private Equity, Structured products, Venture Capital Funds, Insurance Products.  Plz find below the J.D.:  1) Meet the Revenue targets for self and assigned team.  2)Develop New Relationships with Affluent clients.  3)Nurture Existing & Adding new Relationship.  4)Provide investment products and services in line with their risk profile.  5)proposing Asset allocation/Portfolio maintenance/Review of portfolio.

Bangalore

Hyderabad

Chennai

Team Leader - Private Wealth - BFSI 

Team Leader - Private Wealth - BFSI  ,Job Description for Team Leader - Private Wealth - BFSI  in Manzil HR Services in  Bangalore Hyderabad Chennai for (4-20) years of experience. Apply Now!

Job Description for Team Leader - Private Wealth - BFSI  in Manzil HR Services in  Bangalore Hyderabad Chennai for (4-20) years of experience. Apply Now!