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Position Investment Advisor
Work Location Chandigarh, Delhi, Bangalore, Mumbai, Mumbai Suburbs, Jalandhar, Ludhiana, Chennai, Agra, Kolkata, Dehradun
Date Posted Tuesday, June 12, 2012

Responsibilities
  • Offer Private Banking/ wealth management services through products like mutual funds, advice on direct equity, structured products, insurance, asset allocation, bonds and derivatives.
  • 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 in slabs of 2crs, 1 cr and 0.5 cr.
  • 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.
  • To acquire new clients in the targeted HNI segment from outside the bank.


Requirements
  • Candidate must possess at least a Master in Business Admin/Post Graduate Diploma in Business Administration/Post Graduate Program in Management in Business Studies/Administration/Management or equivalent.
  • At least 3 year(s) of working experience in the related field is required for this position.
  • Preferably Managers specializing in Banking/Financial Services or equivalent. Job role in Financial Planning/Wealth Management or equivalent.
  • 1 Full-Time positions available.






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