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| Investment Advisor |
| Chandigarh, Delhi, Bangalore, Mumbai, Mumbai Suburbs, Jalandhar, Ludhiana, Chennai, Agra, Kolkata, Dehradun |
| 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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