Position	Investment Advisor - Equities and Private Banking
Work Location	Bangalore
Date Posted	Wednesday, May 30, 2012

Responsibilities MBA /CA / post graduation 4- 8 yrs of work experience Having experience of selling equity, mutual funds, insurance related products to HNI Clients Should be AMFI certified Experience in the area of broking / investment advisory Good interpersonal skills & team player Excellent Communication Skills Relationship management skills Client Sourcing capabilities Willingness to learn constantly in the finance area so that all investment products are understood Requirements Acquiring high value relationships from branches into the private banking group To acquire new clients in the targeted HNI segment from outside the Bank Managing relationships of super HNI clients and to ensure high level of client satisfaction Offering Private Banking/ wealth management services thru products like mutual funds, advise on direct equity, structured products, insurance, and bonds Achieve annual revenue target. Candidates having active investor relationships (AUM book) will be preferred To keep oneself updated on the financial markets & in advisory products / services in particular. (Equities, Mutual Funds, Asset Allocation, Derivatives) To execute cross-sell efforts as per focus of the Bank at a given Sorry, this position is closed for application. Back To Job Listing