Verified Job
Accounting - Finance
Wealth Manager Senior
Accounting - Finance
#441088
Remote / WFH
Job Description
Job description
Dear Candidate,
Our Client, Reputed Bank, recruiting Senior Wealth Managers across Our Country.
Selectin Criteria
• Graduation
• Age 24 - 35 Years,
• Min 3-5 years of sales experience in Banks, Broking firms, Equity Distribution co., Share Trading Cos. Asset Management Cos.
• Proficiency/knowledge in local language/area/market/clients is desirable.
Education Qualification
• A Degree (Graduation) in any discipline from a university recognized by the Govt. Of India. /Govt. bodies/AICTE
• Desirable qualification/certification:
• 2 years full time Post Graduate Degree / Diploma in Management
• Regulatory certifications e.g. NISM/IRDA
• Skills required: Wealth Management products, Liabilities
• Role Responsibilities :
• Will be responsible for revenues on Liabilities and wealth management products
• Should Complete all mandatory certifications within +0 days of joining the role.
• Provide complete and comprehensive information on products, services, charges etc. proactively to the customer and ensure best services are provided to them
• The candidate should have adequate experience in building and managing relationship with High-Net-Worth Clients [Clients having a minimum Total Relationship Value (TRV) of `.30.00 lakh]
• Acquire new customers through converting referral leads
• Ensure that KYC/AML and other compliance norms are strictly adhered to
Contact for any clarification. Clear Process of Interview. Best wishes.
This job is provided by Shine.com
Dear Candidate,
Our Client, Reputed Bank, recruiting Senior Wealth Managers across Our Country.
Selectin Criteria
• Graduation
• Age 24 - 35 Years,
• Min 3-5 years of sales experience in Banks, Broking firms, Equity Distribution co., Share Trading Cos. Asset Management Cos.
• Proficiency/knowledge in local language/area/market/clients is desirable.
Education Qualification
• A Degree (Graduation) in any discipline from a university recognized by the Govt. Of India. /Govt. bodies/AICTE
• Desirable qualification/certification:
• 2 years full time Post Graduate Degree / Diploma in Management
• Regulatory certifications e.g. NISM/IRDA
• Skills required: Wealth Management products, Liabilities
• Role Responsibilities :
• Will be responsible for revenues on Liabilities and wealth management products
• Should Complete all mandatory certifications within +0 days of joining the role.
• Provide complete and comprehensive information on products, services, charges etc. proactively to the customer and ensure best services are provided to them
• The candidate should have adequate experience in building and managing relationship with High-Net-Worth Clients [Clients having a minimum Total Relationship Value (TRV) of `.30.00 lakh]
• Acquire new customers through converting referral leads
• Ensure that KYC/AML and other compliance norms are strictly adhered to
Contact for any clarification. Clear Process of Interview. Best wishes.
This job is provided by Shine.com
