Financial Wealth Manager / Portfolio Manager

Quotient Consultancy
  • Mumbai
  • 5-15 lakh
  • 5-10 years
  • Views
  • 17 Oct 2018

  • Sales & Marketing

  • Banking - Retail
Job Description

- Managing the High Net Worth customers of the Bank 

- Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.
- Profiling Customers and provide financial products to meet customer needs
- Ensuring the highest levels of service to the High Net Worth customers
- Providing financial planning & Investment Advise
- Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc.
- One point contact for all requirements of High Net Worth customers in the Branch
- Acquisition & Servicing of High Net Worth customers

Desired Candidate Profile:
- Any Graduate/Post Graduate/ Professional Degree with Minimum 3 years of work experience in Retail Branch Banking
- Excellent knowledge of banking products & services, equities markets, unit trusts and other personal investment services.
- Good Relationship Management & service focus Skills
- Good Communication, Presentation, Interpersonal & Influential Skills.
- Knowledge of liability products, third party products like Mutual Fund, Insurance.

Competencies/Skill sets for this job

Banking Finance NBFC Broking

Job Posted By

Amogha .

About Organisation

Quotient Consultancy