Senior Career Consultant at Team Lease Services Pvt Ltd
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Financial Advisor - Private Wealth Group - BFSI (6-15 yrs)
Job Description
Job Title: Financial Advisor
Department: Private Wealth
Job Summary: Responsible for acquisition and maintenance of relationship with HNI / UHNI and corporate clients offering Wealth Advisory services.
Key Responsibilities:
1. Responsible for acquisition of new HNI/UHNI, corporate clients & offering wealth management products, services. Build and Manage relationships that result in successful long term partnerships
2. Cross selling of the baskets of Investment Products to all clients.
3. Maintaining and leveraging on the relationship with clients acquired.
Educational specifications:
1. Minimum Qualification MBA or CA or CFA
2. Preferred Qualification MBA or CA or CFA
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