Elite Wealth Manager

MNC Co.

1 to 6 yrs. Bengaluru / Bangalore , Chennai , Hyderabad / Secunderabad

Posted on 07 Jan 2017

Job Description

Designation: Elite Wealth manager

Qualification: Graduation

Salary: Negotiable

Exp: Min 1yrs

Details of job Role:

* Maintaining good relationship with Clients
*Taking Care of Only HNI Clients (No retail Clients)
* Taking Care of all Asset & wealth Management products, (loans, Mutual Fund, PMS, Equity, Bonds , Shares, Insurance Etc)
*Portfolio Management
* Individual Role
*Advise on Investment products
*Team Meeting
*MIS Reporting

Keyskills

Wealth Management Investment Banking Hni Sales Hni Acquisition hni client handling Business Development Investment Advisory Portfolio Management Mutual Funds bonds shares Cross Selling Insurance Investment Portfolio

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