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Job Location | Hyderabad |
Education | Not Mentioned |
Salary | Not Disclosed |
Industry | Banking / Financial Services |
Functional Area | Finance / Accounts / Tax |
EmploymentType | Full-time |
Achieve personal and business unit goals by implementing a variety of relationship deepening technique and new business acquisition activities Acquiring and managing resident and NRI clients Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management solutions Work in close coordination with Client Experience Manager Preferred banking to deliver superior service to clientsCross- sell Wealth products to clients Portfolio allocations, reviews & financial check- ups for each client according at defined frequencyEnsuring 360 client engagement Total Client Ownership Working closely with other Business Units to leverage Wealth Management Cross- sell opportunitiesEnsuring adherence to Compliance processes and guidelines SKILLS : Good interpersonal and communication skills English & Vernacular Good Presentation skillsGood networking skills ability to start relationships and guild rapportSound knowledge of Wealth Management Products Good analytical skills, ability to understand client needs and sell range of productsProcess Orientations self discipline to adhere to laid down processes,
Keyskills :
sales wealthmanagement banking mutualfunds financialplanning newbusinessacquisition newbusiness businessunits analyticalskills clientengagement preferredbanking productspecialists etw kingskills commu