Financial Advisor - Bank

Urgent Requirement with A Leading Private Bank.

CTC upto 20Lacs.

Financial Advisor

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 at least a Master in Business Admin/Post Graduate Diploma in Business Administration/Post Graduate Program in Management in Business Studies/Administration/Management or equivalent.

- At least 3 year(s) of working experience in the related field is required for this position.

- Preferably Managers specializing in Banking/Financial Services or equivalent. Job role in Financial Planning/Wealth Management or equivalent.

Rahul J. N. Vyas
Business Head
Unidus Services (Manpower) Pvt. Ltd. - An Executive Search Firm | Mumbai |
Mobile :+91 9833213455 |
Email - rahul@unidusservices.com | URL - www.unidusservices.com |