Job Description
Education: Any Graduate/Post Graduate
Exp: 2 yrs of experience in to wealth management.
Industry: Banking, Broking, Securities & Asset Management Industry candidates can apply.
Responsibilities for Wealth RM
Wealth manager role is to provide consultancy and advisory services HNI clients.
Identifying the risk appetite and investment horizon of the clients with the help of Customer Profilerand with the assistance of Customer Service Manager.
Managing portfolios of wealth customers and advising on the investment products such asMutual Funds, PMS, Equity, and Structural Products according to the best fit of their requirements.
Providing all kind of banking solutions to clients and working as the single point of contact for the clients on behalf of the bank.
Providing solutions for all kind of Service Requests from the clients with collaboration of wealth and retail banking team members.
How to Apply:
SMS: "WRM" to 7200566596, I will call u back with details
or
Email: Updated cv to selvi.sai@teamlease.com
Selvi Sai | Career Consultant | Sourcing | TeamLease Services
New #58,Old #28,3rd Floor "Karishma Building" Nungambakkam High Road, Chennai - 600034
+91 7200566596 (M) | +91 44 3341 3157 (D)
Salary:
Not Disclosed by Recruiter
Industry:
Banking /
Financial Services /
Broking
Farea:
Sales, Retail, Business Development
Role Category:
Retail Sales
Role:
Sales/Business Development Manager
Keyskills:
wealthwealth management mutal fundpms structured products wealth relationship managerpcg Asset Management amc Hni Client Handlinghniamfi Portal Management
Desired Candidate Profile
Education:
UG - Any Graduate - Any Specialization, Graduation Not Required
PG - Any Postgraduate - Any Specialization, Post Graduation Not Required
Doctorate - Any Doctorate - Any Specialization, Doctorate Not Required
PG - Any Postgraduate - Any Specialization, Post Graduation Not Required
Doctorate - Any Doctorate - Any Specialization, Doctorate Not Required
We have an excellent Opening in Leading Bank for WEALTH RELATIONSHIP MANAGER .
Product: Mutual Fund, PMS & Structured products.
Grades :
Deputy Manager
Manager
Senior Manager
Location: Bangalore.
Product: Mutual Fund, PMS & Structured products.
Grades :
Deputy Manager
Manager
Senior Manager
Location: Bangalore.
Company Profile
Team Lease
Leading Bank
Contact Details
Recruiter Name:Selvi
Contact Company:Team Lease
Address:
81 (Old #36),VukanTowers, 3rd Floor Thirumalai
Pillai Road T Nagar
CHENNAI,Tamilnadu,India
Email Address:
Telephone:7200566596
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