Financial Advisor - HNI/UHNI - Bank

We have an opportunity with a leading MNC Bank for Financial Advisor role, the key responsibilities are mentioned below

Responsibilities:

- Offer holistic Wealth Management solutions to HNI and UHNI clients.

- Directly responsible for promoting the right product to the right client.

- Consistently build own book through acquisition of HNI/UHNI clients and AUMs

- Manage client portfolio and deliver client delight through constant engagement with existing clientele

- Basis client suitability, offer Direct Equity and 3rd party investment products like Mutual Funds, Structured
products, Bonds etc to clients. Also sell new products like Currency Derivatives and investments for foreigners etc. as and when they get launched.

- Ensure the highest levels of service to clients

- Keep self updated on changes in any Market/Compliance/Regulatory processes/norms

- Ensure 100% compliance to Audits, Controls and Processes

Candidate Specifications:

- Target Oriented

- Effective Communication Skills

- Self-motivated Individual/Go-getter

- Drive to deliver client delight

- Entrepreneurial skills

- We are looking for MBA-2005,2006,2007 and 2008 batch from Tier-2 b-schools with relevant experience preferably in the field of Equity Brokerage/Wealth Management

or

- MBA-2001,2002,2003,2004 and 2005 batch from Tier-3 Institutes with relevant experience preferably in the field of Equity Brokerage/Wealth Management

Interested may send your profile with ctc details to rumana@datamaticsindia.com

Contact No: 080-41237369

Rumana Khan
Datamatics Staffing Services Pvt. Ltd,
Bangalore