Wealth Manager - Senior

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 90 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.

Keyskills :
query managementirda certifiedcommunication skillsselling skillswealth managementequity saleswealth advisorysubject matter expertisenism certification