Posted By
Posted in
Banking & Finance
Job Code
1127607
We are hiring Wealth Management for one of leading NBFC
Job Description :
The Wealth Manager will be responsible for acquiring new HNI clients and maintaining the existing relationships by offering customized wealth management services. The key focus is on growing the book/AUM and generating revenue along with offering a customized portfolio of investment products aligned to customer needs.
Major responsibilities include :
- To Provide financial solution to the Wealth Customers in line with the clients risk reward expectations.
- Increase the customer wallet share by cross selling the Investment Banking products (structured) along with third party investment products.
- Comply with KYC/SEBI rules, regulations and legislation governing the financial industry.
- Maintain high service standards with complete transparency ,trust and integrity .
Qualifications :
- Graduation/ post-graduation from a recognized institute.
- AMFI/IRDA and NCFM certifications.
- Good communication skills in English and the local language.
- In-depth knowledge of the investment products & financial markets.
- Ability to manage complex situations ,handle pressure and meet deadlines. Strong interpersonal ,relationship and networking skills.
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Posted By
Posted in
Banking & Finance
Job Code
1127607
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