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06/09 Wealth Jobs
ABC Consultants

Views:1555 Applications:1 Rec. Actions:Recruiter Actions:0

Investment Advisor - HNI - Bank (4-8 yrs)

Chandigarh/UP/Agra Job Code: 69380

Investment Advisor- Hiring for a Leading Private Bank- Chandigarh & Agra

This urgent opening is with a Leading Private sector Bank for Investment Advisor role in Chandigarh & Agra location

Responsibilities

- MBA /CA / post graduation

- 4- 8 yrs of work experience

- Having experience of selling equity, mutual funds, insurance related products to HNI Clients

- Should be AMFI certified

- Experience in the area of broking / investment advisory

- Good interpersonal skills & team player

- Excellent Communication Skills

- Relationship management skills

- Client Sourcing capabilities

- Willingness to learn constantly in the finance area so that all investment products are understood

Education:(UG - Any Graduate) AND (PG - MBA/PGDM, CA)

Requirements

- Acquiring high value relationships from branches into the private banking group

- To acquire new clients in the targeted HNI segment from outside the Bank

- Managing relationships of super HNI clients and to ensure high level of client satisfaction

- Offering Private Banking/ wealth management services thru products like mutual funds, advise on direct equity, structured products, insurance, and bonds

- Achieve annual revenue target.

- Candidates having active investor relationships (AUM book) will be preferred

- To keep oneself updated on the financial markets & in advisory products / services in particular. (Equities, Mutual Funds, Asset Allocation, Derivatives)

- To execute cross-sell efforts as per focus of the Bank at a given

Interested candidates can send their updated resumes at kirti.saxena@abcconsultants.in or may contact at 9910846444 for any further details or clarification.

Please only those apply who are into Banking or Financial Service Sector

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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