Jobs
Job Description
Job Requirements:
• Excellent written and oral communication skills
• Strong Organizational Skills
• Strong Communication and Interpersonal Skills
• Experience in investment/financial services
• Team player and Collaboration skills
• Relationship Management Skills
Job Responsibilities:
• Identify customer needs and provide them with right financial planning assistance and
asset allocation with the help of our Investment Advisory services.
• Build and deepen relationships with existing HNI Customers to achieve increase in
share of wallet.
• Acquire New Clients for the firm and also develop new territories.
• Be able to work with colleagues of other divisions of the bank to Cross Sell products and
services to clients.
• Adhere to all company processes and policies, and carry the brand through
developed functional and behavioural skills.
• Deliver Sales Targets.
Job Requirement
Additional Information
Job Type | : | Full Time |
Experience | : | 5 - 10 years |
Location | : | Mumbai, India |
Qualification | : | + Any/CA/MBA/MBA |
Keywords
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