Currently we are hiring for the position of "Manager/ Sr. Manager / Asst VP - Wealth Management" with a leading Financial Service Company in Bangalore, PFB details
Exp: 3+ years.
Location : Bangalore
Roles & Responsibilities:
- Responsible for identifying customer needs & giving solutions across various asset classes - Equity / Debt / Real Estate / Commodities / Currency / Alternate Investments
- Offer Project Finance, Lending against Shares / MF / Property / Gold
- Offer holistic Wealth Management solutions to HNI and UHNI clients
- Responsible for building AUM & Revenue generation as per company benchmarks
- Adding value to the client and staying ahead of the competition by structuring and implementing innovative deals
- Responsible for meeting cross sales targets
- Ensuring high quality service and Key Customer Relationship Management
Essential Skills:
- Aggressive and confident individuals with strong client relationships
- AMFI certified preferred
Interested can share your updated CV or reach me on 7795688662..
Renold
Business Development Executive.
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