Assistant Manager at TeamLease
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Team Leader - Wealth Management - HNI - BFS (5-12 yrs)
Team Leader - Wealth Management Experience - Hyderabad up to 12Lacs
Location : Hyderabad
Years of Experience : 5 years
Category : Wealth Management - Mutual Fund, PMS, Private Equity, Alternate Investment Products
Responsibilities :
- Hands on experience into Wealth Management
- The role is to provide consultancy and advisory services HNI clients.
- Managing portfolios of wealth customers and advising on the investment products such as Mutual Funds, PMS, Private Equity, and Alternate Investment Products according to the best fit of their requirements.
- Providing all kind of banking solutions to clients and working as the single point of contact for the clients on behalf of the bank.
- Enhancing as well as developing new customer relationships.
- Handling Relationship from 10 Lakhs to 5 crore.
- Financial Planning of clients taking into consideration their financial goals & needs.
- Providing end-to-end Wealth Management and Portfolio Management solution to clients.
- Communicating & selling of TPP products to clients as per the organization requirement, further strengthening the banking relationship.
- Handling sales & marketing operations; implementing promotional activities to spearhead business development initiatives.
For Any clarifications/ Queries / Doubts, please contact :
Selvi Sai - 91 44 3341 3157 (D)
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