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Manager at Mpower Consultants
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Relationship Manager - Wealth Management - Private Banking (2-5 yrs)
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 in slabs of 2crs, 1 cr and 0.5 cr.
- 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.
Skills required:
- Graduation/PG in any discipline with minimum of 2-5 years work experience, largely in wealth management, Banking
- Must be from banking or wealth management background
- NISM certification for cash and derivatives segment of equity market.
- AMFI certificate would be added advantage
Interested Candidates, Please Share your updated CVs or Call on 9920183960 or 8291691807
Locations : Mumbai/Bangalore/ Delhi/Chandigarh/Ahmedabad
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