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