Wealth Manager

Orange Corporate Solutions
  • Delhi
  • Confidential
  • 2-7 years
  • Views
  • 03 May 2017

  • Sales/ Business Development/ Account Management

  • Banking - Retail
Job Description

**Provide 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.
**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.

Competencies/Skill sets for this job

Derivatives Cross Sell Hni Clients Asset Allocation

Job Posted By

About Organisation

Orange Corporate Solutions