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23/06 Javeria Siddiqui
HR Recruiter at Black Turtle

Views:74 Applications:32 Rec. Actions:Recruiter Actions:1

Wealth Management Role - Sales - BFSI (1-9 yrs)

Bangalore Job Code: 121793

Responsibilities :


- Prepare pitch books and meeting materials for client meetings

- Coordinating with global investment specialists, wealth advisors and capital advisors' client pitches, meeting agendas and assisting the bankers in managing client follow up

- Assisting in account openings and account reviews

- Daily account administration (ex/ unblocking of accounts, setting up credit lines, etc.)

- Research client inquiries and manage follow up communication and materials

- Periodic updating of client backgrounds

- Client invitation/nominations for events.

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