Investment Advisor - Private Banking - HNI

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