Verified Job
Accounting - Finance
Leading Bank Hiring For Wealth RM Quotient Consultancy
Accounting - Finance
#230844
Remote / WFH
Job Description
Job Description
Greeting form Quotient
Hiring for Wealth RM
Location- Across Mumbai
CTc- Upto 15 LPA
Industry Banking/Broking/Investment
Desired Candidate Profile
Develops new and expands existing High Net worth Customer relationships for liabilities
by sourcing category A priority customers
Sources new bank customers through external individual efforts and acquisition channel
Ensures high levels of customer service orientation and application of bank policy
Cross sells bank products to existing set of Customers
Informs customers of new products or product enhancements to further expand the
banking relationship
Plans and conducts special sales initiatives and events for prospective and existing clients
Coordinates with other group companies to provide seamless access to other products
Maintains complete relationship record for assigned customer accounts
Developing and maintaining banking relationships with a select group of high net worth
customers through individualized customer services
MIS generation
Graduate - 4 -6 years of experience AMFI / IRDA
Post Graduate - 2 -4 years of experience AMFI / IRDA
Role:Retail Banking Sales
Industry:Investment Banking / Venture Capital / Private Equity
Functional Area:Sales & Business Development
Role Category:Retail & B2C Sales
Key Skillswealth productsWealth Managementwealth managerPortfolio ManagementsellingSkills highlighted with '' are preferred keyskills
Education
UG:Any Graduate
X
Greeting form Quotient
Hiring for Wealth RM
Location- Across Mumbai
CTc- Upto 15 LPA
Industry Banking/Broking/Investment
Desired Candidate Profile
Develops new and expands existing High Net worth Customer relationships for liabilities
by sourcing category A priority customers
Sources new bank customers through external individual efforts and acquisition channel
Ensures high levels of customer service orientation and application of bank policy
Cross sells bank products to existing set of Customers
Informs customers of new products or product enhancements to further expand the
banking relationship
Plans and conducts special sales initiatives and events for prospective and existing clients
Coordinates with other group companies to provide seamless access to other products
Maintains complete relationship record for assigned customer accounts
Developing and maintaining banking relationships with a select group of high net worth
customers through individualized customer services
MIS generation
Graduate - 4 -6 years of experience AMFI / IRDA
Post Graduate - 2 -4 years of experience AMFI / IRDA
Role:Retail Banking Sales
Industry:Investment Banking / Venture Capital / Private Equity
Functional Area:Sales & Business Development
Role Category:Retail & B2C Sales
Key Skillswealth productsWealth Managementwealth managerPortfolio ManagementsellingSkills highlighted with '' are preferred keyskills
Education
UG:Any Graduate
X
