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HDFC Bank - RM - Equities & Private Banking (2-6 yrs)
Equities and Private Banking Group - Relationship Manager - Bangalore
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 .
- 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 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.
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