Job Views:  
735
Applications:  19
Recruiter Actions:  10

Job Code

86575

Financial Advisor - HNI/UHNI

Posted 11 years ago
Posted 11 years ago

Looking for suitable candidates for a senior position with one of the leading financial services organisation.

The job responsibilities for the role include the following:

- While being a Brand Ambassador for the organisation, the FA will get a chance to build an entrepreneur like business.

- Offer holistic Wealth Management solutions to HNI and UHNI clients.

- Directly responsible for promoting the right product to the right client.

- Consistently build own book through acquisition of HNI/UHNI clients and AUMs

- Manage client portfolio and deliver client delight through constant engagement with existing clientele

- Basis client suitability, offer Direct Equity and 3rd party investment products like Mutual Funds, Structured products, Bonds etc to clients. Also sell new products like Currency Derivatives and investments for foreigners etc. as and when they get launched.

- Build strong cross-functional relationships within the Citi franchise for business generation through cross sell

- Ensure the highest levels of service to clients

- Keep self updated on changes in any Market/Compliance/Regulatory processes/norms

- Ensure 100% compliance to Audits, Controls and Processes

The applicants must have the willingness to develop multi-product expertise to provide holistic advice to clients.

Interested candidates may send in their CVs to harinder@fintellect.in or call at 9711860530.

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Job Views:  
735
Applications:  19
Recruiter Actions:  10

Job Code

86575

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