Area/Zonal Mgr - Wealth Mgmt- HNI/UHNI

We have an urgent opening with a leading bank for Area/Zonal manager- wealth management for Mumbai location.

Exp: 5-10 years post qualification exp

Job Responsibilities:

- Sell financial products such as bonds, mutual funds, insurance and equity

- Managing portfolio of HNI/ UHNI clients and large book size.

- Work closely with clients for creation and implementation of their financial plans.

- Prepare and interpret for client's information such as investment performance reports, financial document summaries, and income projections.

- Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.

- Answer clients' questions about the purposes and details of financial plans and strategies.

- Responsible for client acquisition and managing the client relationship

Qualifications:

- CA/ CFP/ MBA/Graduate or any equivalent course/degree

- Expertise in financial advisory business process

Location: Mumbai

CTC: Upto 20 lacs p.a. (not a constraint for a right candidate)

If interested, kindly revert with your updated CV on consultant024@hcapital.in and following details:

Current CTC:
Expected CTC:
Notice Period:
Investment products handled:
Individual AUM Size:

Kashmira Parab
hCapital