Sr Manager - Wealth Management - Bank

We have an urgent requirement with the leading bank . Please find below mentioned details

About the company: A leading Private sector bank

Location : Mumbai

Designation : Senior Manager-Wealth Management

JD:

- Acquistion of HNI Clients and maintaining relationship with them by providing proper service as and when required.

- Client Acquisition for Financial Products such Mutual funds,PMS, Equity.Designing Portfolios and Managing it.
Generating database from different sources and using them in earning revenue for the organization. Maintaining MIS for easy access of database.

- Achieving the business targets assigned in terms of cross selling, enhancing and upgrading the High Net worth relationships.

- Monitoring the sales performance at regular intervals in a day and working effectively with the targets

Desired Candidate Profile : 10-15 Years of Exp in handling wealth management products I.e; mutual funds, pms , life insurance, equity

Interested Candidates may forward your CV with below mentioned details :

Current CTC (Fixed + Variable):
Expected CTC:
Notice period:
Individual AUM size:
Name of Financial products handled:

Shilpa