Hiring for Wealth Manager - HNI - Banking in Mumbai, for Exp. 3 - 5 yrs at Intellectual Capital Hr Consulting Pvt Ltd.

  • Esteemed client of Orion TrueTech Services India
  • Mumbai, Maharashtra, India
  • Nov 14, 2017
Full time Banking, Finance & Insurance Jobs

Job Description

Job Description:KEY RESPONSIBILITIES AND ACCOUNTABILITIES 1. Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients. 2. Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the client' s profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization. 3. Will be primarily responsible for identifying, and souring clients in equity broking. 4. Cross-Sell of Third party investment products like Mutual Funds, Bonds, PMS &amp amp amp Structured products. Along with the bouquet of asset products- such as working capital loans, term loans, LAP, AL,HL, LAS and so on. 5. Responsible for achieving targets as assigned by the organization on a monthly basis. 6. Understands clients risk profile and maximizes the - risk vs. reward balance for individual clients by optimizing product mix. 7. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. 8. Provide regular updates to the immediate superior as and when required. JS for PCG Sales SKILLS &amp amp amp KNOWLEDGE 1. Graduate with 5 - 8 years / Post graduate from a premier institute with 2 - 5 yrs exp in direct selling 2. Should have good communication &amp amp amp presentation skills. 3. May have good existing client relationships in the market. 4. Should be a self-starter, proactive &amp amp amp target oriented. 5. Should possess strong networking &amp amp amp relationship building skills