Verified Job
Accounting - Finance
Wealth Manager HNI Clients Banking
Accounting - Finance
#442607
Remote / WFH
Job Description
Skill Ventory
Hiring For Bank : Partner/Sr.Partner : Private Banking :
Skill Ventory • New Delhi, Delhi • via Expertini India Jobs Expertini
4 days ago
Full–time
Apply on Expertini India Jobs Expertini
Apply on Jobrapido.com
Apply on Hi.jobs-Search.org
Job description
Roles and Responsibilities
Responsibilities
• Create and execute the plan for
acquiring new-to-bank high value customer relationships.
• Leverage networks, partnership
and sources of leads and referrals to access prospective clients.
• Interact with internal referral
sources to identify prospects and referral opportunities
• Explore, review and fulfil the
banking, financial and wealth managem...
Show full description
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S
Shekhar Tiwari
Wealth Manager - HNI Clients - Banking
Shekhar Tiwari • New Delhi, Delhi • via IIM Jobs
23 days ago
Full–time
Apply on IIM Jobs
Apply on Callcenterjob.co.in
Job description
Exp : 5 + Years
- Responsible for portfolio management of mapped HNI clients.
- Financial Planning and Investment Advisory to clients through careful analysis and identification of customer needs and accordingly proposing appropriate products.
- Maintaining long-term relationships with existing/new clients for increasing the business of the company.
- Conducting investor awareness programmes and on-boarding HNIs and other clients.
- Will be responsible for Mutual fund, NPS, PMS Term Insurance Sales through Channel Partners (Nationalized Banks) and personal references,
- Relationship Management with Banks for a continuous revenue pipeline, Will also take care Insurance Sales
- Full time Graduate/MBA with 2+ Years relevant exp in selling of financial products such as Mutual Funds, Equity & Debt Markets.
- Must have significant investment book.
- Must have Good Communication
Hiring For Bank : Partner/Sr.Partner : Private Banking :
Skill Ventory • New Delhi, Delhi • via Expertini India Jobs Expertini
4 days ago
Full–time
Apply on Expertini India Jobs Expertini
Apply on Jobrapido.com
Apply on Hi.jobs-Search.org
Job description
Roles and Responsibilities
Responsibilities
• Create and execute the plan for
acquiring new-to-bank high value customer relationships.
• Leverage networks, partnership
and sources of leads and referrals to access prospective clients.
• Interact with internal referral
sources to identify prospects and referral opportunities
• Explore, review and fulfil the
banking, financial and wealth managem...
Show full description
Report this listing
S
Shekhar Tiwari
Wealth Manager - HNI Clients - Banking
Shekhar Tiwari • New Delhi, Delhi • via IIM Jobs
23 days ago
Full–time
Apply on IIM Jobs
Apply on Callcenterjob.co.in
Job description
Exp : 5 + Years
- Responsible for portfolio management of mapped HNI clients.
- Financial Planning and Investment Advisory to clients through careful analysis and identification of customer needs and accordingly proposing appropriate products.
- Maintaining long-term relationships with existing/new clients for increasing the business of the company.
- Conducting investor awareness programmes and on-boarding HNIs and other clients.
- Will be responsible for Mutual fund, NPS, PMS Term Insurance Sales through Channel Partners (Nationalized Banks) and personal references,
- Relationship Management with Banks for a continuous revenue pipeline, Will also take care Insurance Sales
- Full time Graduate/MBA with 2+ Years relevant exp in selling of financial products such as Mutual Funds, Equity & Debt Markets.
- Must have significant investment book.
- Must have Good Communication
