Urgent Hiring For Wealth RM with Reputed Company

Job Description

Job Description Wealth Manager Education : Post Graduate/ Graduate Degree in Financial discipline AMFI / NISM certified IRDA Certification Experience : Relationship Management experience in Banks, NBFC, Brokerage houses Experience 3 years + Key Skills : Good interpersonal and communication skills English & Vernacular Good Presentation skills & networking skills – ability to start relationships and build rapport Sound knowledge of Banking Products Good analytical skills, ability to understand client needs and sell range of products Process Orientations – self-discipline to adhere to laid down processes Have High integrity and professional values Have passion for selling and entrepreneurial orientation Key Roles : Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities Acquiring and managing Resident and NRI clients Collaboration with product specialists to ensure engagement of clients with superior and tailored Banking & Wealth management solutions Work in close coordination with Service Delivery Ambassadors to deliver superior service to clients Cross-sell Trade & Fx, Wealth, Insurance products to clients Portfolio allocations, reviews & financial check-ups for each client according at defined frequency Ensuring 360 client engagement – “Total Client Ownership” Ensuring adherence to Compliance processes and guidelines