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Relationship Manager / Wealth Manager


Source:
TIMESJOBS.COM
Location:
Secunderabad, Telangana
Date:
10-11-2016
Job Code:
58241939
Categories:
  • Banking & Finance
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Job Details

1. Bring 20-30 customers to the company2. Generate revenues and AUM for the company as per the expectation3. Give Club Chola service to the customers as per the company processes4. Advise clients on a range of products viz. Mutual Funds, Life Insurance, Retail Insurance, PMS in stocks and MFs, securities broking, derivatives, bonds and all the products promoted by the companyJob Duties & Responsibilities Bring Club Chola customers to the company for advisory services Manage these relationships following the company guidelines Provide relevant services as per the Club Chola process module Certify oneself with AMFI and IRDA advisory modules Continuously strive for creating customers through references Strive for continuous self-learningExperience Minimum 2 years work experience, preferably in advisory services or personal financial consulting role in a leading MNC/Private sector bankEducation / Preferred Qualifications MBA/PGDBM preferably in Marketing with Finance as a Minor AMFI/IRDA/NCFM certifications would be preferred qualifications Core Competencies A go-getter with killer instincts An optimist High self-esteem High on initiative Assertive and expressive Eloquent and mild mannered High energy quotient Good communication skills preferably with 3-Language capabilities
Degree: MBA/ PGDM

Additional Degree: BA (Arts) | B.Com. (Commerce) | B.Pharm. (Pharmacy) | B.Plan. (Planning) | B.Sc. (Science) | BBA/ BBM/ BBS | BCA (Computer Application) | Diploma-Other Diploma | B.Ed. (Education) | BHM (Hotel Management)

Experience: 3-6

Requirements

Client Servicing | Merchandising | Relationship/Account Servicing | Retail Sales
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