Financial Advisor-private Banking Group_with a Leading Pruvate Bank-Chandigarh, Lucknow, Panipat, Hyderabad / Secunderabad, Mumbai, Bengaluru/Bangalore

Company:KREHSST RECRUITMENT SOLUTIONS hiring for The Leading Private Bank of India

Location:Chandigarh, Lucknow, Panipat, Hyderabad / Secunderabad, Mumbai, Bengaluru/Bangalore

Experience : 5 - 10 yrs

Salary: 10,00,000 - 20,00,000 P.A

Industry: Banking / Financial Services / Broking

Functional Area: Financial Services , Banking , Investments , Insurance

Role Category:Mutual Funds/Fund Management/Asset Management

Role:Sales Executive/Investment Advisor



Key Skills : Wealth Management Private Banking Wealth Manager Relationship MAnager Citi Gold Privy League Premier Wealth Private Wealth Private Client Group Financial Advisor Investment Advisor Business Developement

Job Description
    Offer Private Banking/ wealth management services through products like mutual funds, advice on direct equity, structured products, insurance, asset allocation, bonds and derivatives to the AUM allotted.

    Acquiring high value relationships from branches into the private banking group.

    Managing relationships of super HNI clients, retaining & enhancing advisory relationships.

    To achieve sales targets in terms of income generated across all advisory products

    To execute cross sell efforts as per focus of the bank at any given point in time.

    To keep one self updated on the financial markets and in advisory products / services in particular.