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17/04 kinza sadat
Talent Acquisition Specialist at Continental HR Services

Views:1 Applications:2 Rec. Actions:Recruiter Actions:1

Wealth Relationship Manager - Bank (3-15 yrs)

Nasik/Nagpur Job Code: 321764

JOB DETAILS AND DESCRIPTION

- Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings.

- Manage clients through client visits, suggest financial products to the clients and achieve business target.

- Responsible for product penetration and increasing client's wallet share.

- Identifying prospective clients & acquiring new clients.

REQUIRED PROFILE

- Candidate should have experience of managing / acquiring wealth & HNI Customers.

- Should have at least 4 Years of experience handling Wealth Product Sales.

- Any Graduate / Postgraduate with relevant Experience.

- Good relationship management and service focus skills.

- Good communication and presentation skills.

- Investment Product knowledge is mandatory.

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