Investment Advisor (2 to 5 years)
Investment Advisor -PBG (Private Banking Group)
Responsibilities:
- Offer Private Banking/ wealth management services through products like mutual fund, direct equity, structured products, insurance, asset allocation, bonds and derivatives.
- Acquiring high value relationships into the private banking group.
- Managing relationships of HNI clients, retaining & enhancing advisory relationships.
- Provide service on the banking requirements of the HNI clients.
- To achieve sales targets in terms of income generated across all advisory and banking products on assigned slabs or targets
- To execute cross sell efforts as per focus of the Bank at any given point in time.
- To remain 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.
Requirements:
- Strong relationship management, communication and presentability.
- A post graduate degree in finance or management is preferred.
- Having experience of selling equity, mutual funds and insurance related products.
- Having experience & knowledge of retail banking.
- Should be AMFI certified.
- 1 - 3 year(s) of relevant experience is required.
Interested candidate can contact at vasundhra@altavis.co.in
Vasundhra Sharma
Manager
Altavis Pvt Ltd
vasundhra@altavis.co.in
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