Industry : Investment/Wealth
Sub Department : General - Wealth Management
Department : Wealth Management
: Marol Bazar
: Mumbai
: India
: 3.5 - 4.5 p.a (INR Lacs)
: 2 - 5 Year
•The RM will work as an advisor to identify and develop new opportunities to deliver advice and solutions to existing clients, and acquire new Wealth Management prospects
•Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services
•Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet
•Acquire New Clients and develop new territories
•Adhere to all company processes and policies, and carry the brand through developed functional and behavioural skills
•An advisor needs to expand existing client relationships, improve client satisfaction, strengthen client commitment
. Should have thorough knowledge of Investment products like Mutual Fund, Life Insurace, Corporate FD's and other products
Job Requirements:
• Excellent communication and strong organizational skills
• Experience in investment/financial services & knowhow of capital markets knowledge
• Relationship Management & Interpersonal skills
• 5+ plus years of work experience
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