Sr Mgr/AVP - Sr Investment Advisor - PBG

Hiring for Sr. Investment Advisor –PBG with one of the leading Private Bank across locations!!!

Grade: Senior Manager to Asst Vice President

Work Exp: 8 - 12 yrs

Location: Chennai, Mumbai, Kolkata

Designation: Sr. Investment Advisor – PBG

Responsibilities:

- Business generation on Investment Advisory Services.

- Guiding, developing and motivating Team members for achieving Team targets.

- To work with the retail branch banking channels towards lead generation, client acquisition and servicing.

- Ensuring proper development of Business in area in terms of clients, Market share, processes and relationship management.

- To meet the Sales target in terms of income generated across all advisory Products as also Product support for TPP.

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

- To retain and enhance Advisory relationships that is converted.

- To ensure high level of customer satisfaction.

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

Requirements:

- Candidate must possess at least a Master of Commerce or Master in Business Admin/Post Graduate Diploma
in Business Administration/Post Graduate Program in Management in Finance/Accountancy/Banking, Business Studies/Administration/Management or equivalent.

- At least 4 year(s) of working experience in Wealth Management / Private Banking / HNI relationship management.

- Relationship management skills & client sourcing capabilities.

- Good interpersonal / communication skills & team leadership skills.

- AMFI Certification mandatory