Private Equity and Investments Professional Friday, 4 March 2016 No Comment

Job Summary

Locations:

Mumbai

Nationality:

India

Experience:

12 – 20 years

Keywords / Skills :

Branding , Promotion , Planning Marketing

Function:

Banking, Insurance & Financial Services

Role:

Other BFSI

Industry:

• Beverages/ Liquor
• FMCG

Summary:

SkillSet: Wealth Management, Investment, Sale, Private Banking, HNI. Offer Private Banking/ wealth management services through products like mutual funds, advice on direct equity, structured products, insurance, asset allocation, bonds and derivative

Posted On:

28th Feb 2016

Job Ref code:

550

SkillSet: Wealth Management, Investment, Sale, Private Banking, HNI. Offer Private Banking/ wealth management services through products like mutual funds, advice on direct equity, structured products, insurance, asset allocation, bonds and derivatives to the AUM allotted. Acquiring high value relationships from branches into the private banking group. Managing relationships of super HNI clients, retaining & enhancing advisory relationships.

To achieve sales targets in terms of income generated across all advisory products To execute cross sell efforts as per focus of the bank at any given point in time. To keep one self updated on the financial markets and in advisory products / services in particular. Requirements Preferably Sr. Managers/AVPs specializing in Banking/Financial Services or equivalent.

Job role in Financial Planning/Wealth Management or equivalent:

BrandingPromotionPlanning Marketing

Krehsst Recruitment Solutions

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Private Equity and Investments Professional

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