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27/02 Pooja Jain
HR Executive at Intellectual Capital

Views:394 Applications:111 Rec. Actions:Recruiter Actions:0

Wealth Management Professional - Sales - Bank (3-12 yrs)

Ahmedabad/Chennai/Delhi NCR/Gujarat/Mumbai/Pune/Surat/Vadodara/Baroda Job Code: 28273

Wealth Management with subsidiary of bank

We have Job Opening with our client subsidiary of Bank registered with Securities and Exchange Board of India. It has its presence all over India and offers trading/investment in equity and other financial products along with various value added services. The company is a member of National Stock Exchange (NSE) and the Bombay Stock Exchange (BSE).

We are looking candidate for a Wealth Management the profile as follows :

1. To deal with Bank Relationship Manager (Managing a team of multiple RMs) working with Bank to connect with high net-worth clients by offering professional advice and services.(Bancassurance profile)

2. Develop Product understanding & Domain knowledge with view on Global & Domestic markets.

3. Essential 3 + years of experience in Wealth Management unit managing acquisition of HNI, UHNI, Corporate Clients.

4. Must be from financial Services affluent with Equity Market.

5. Acquisition of HNI/UHNI/ Corporate Clients and advising on Private Banking/ wealth management services through products like mutual funds, advice on direct equity, structured products, asset allocation, bonds, and derivatives etc.

Intellectual Capital

Pooja Jain

Landline: 022 41284001

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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