Wealth Relationship Manager - Private Banking

Job Summary

Company Name

Krehsst Recruitment Solutions

Locations

Hyderabad / Secunderabad, Mumbai

Nationality

India

Experience

3 – 8 years

Keywords / Skills

Private Banking , Wealth Management , Cross Sell , Direct Equity , Mutual Funds , Financial Planning , Financial Services

Function

• Human Resources

• Pharmaceutical/ Biotechnology

Role

• Graduate Trainee / Management Trainee

• Production Chemist

Industry

Banking/ Financial Services

Summary

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

Posted On

2nd Nov 2015

Job Ref code

237232

Job Description

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 execute cross sell efforts as per focus of the bank at any given point in time.

To acquire new clients in the targeted HNI segment from outside the bank.

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.

Key Skill(s)

Private Banking

Wealth Management

Cross Sell

Direct Equity

Mutual Funds

Financial Planning

Financial Services

About Company

Krehsst Recruitment Solutions

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Wealth Relationship Manager - Private Banking