FIND YOUR DREAM JOB

Sign In
 [New User? Sign Up]
Mobile Version

Wealth Manager


Source:
TIMESJOBS.COM
Location:
Mumbai, MH
Date:
09-11-2016
Job Code:
58234587
Categories:
  • Banking & Finance
Applying for this job will take you to an external site
  •  
  • Shortlist
  • Email Friend
  • Print

Job Details

- Managing the High Net Worth customers of the Bank- Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.- Profiling Customers and provide financial products to meet customer needs- Ensuring the highest levels of service to the High Net Worth customers- Providing financial planning & Investment Advise- One point contact for all requirements of High Net Worth customers in the Branch- Acquisition & Servicing of High Net Worth customersDesired Candidate Profile- Any Graduate/Post Graduate/ Professional Degree with Minimum 3 years of work experience in Retail Branch Banking/ Wealth Management- Excellent knowledge of banking / broking products & services, equities markets, unit trusts and other personal investment services.- Good Relationship Management & service focus Skills- Good Communication, Presentation, Interpersonal & Influential Skills.- Knowledge of liability products, third party products like Mutual Fund, Insurance.
Degree: M.Com. (Commerce) | M.Pharm. (Pharmacy) | M.Sc. (Science) | MA (Arts) | MBA/ PGDM | MCA/ PGDCA

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: 3-8

Requirements

Accounting/Financial Products | Direct/Commission Sales | Relationship/Account Servicing | Retail Sales
Applying for this job will take you to an external site

FEATURED JOBS

© Copyright 2015 Al Nisr Publishing LLC - powered by Gulf News