Designation:AVP - Wealth Management - BFSI
Company Name:Leading Investment bank
Key Skills: #Banking #Wealth Management #BFSI Sales
Sector: Banking,Financial services,Insurance
Industry Vertical: InvestmentBanking
Functional Area: Wealth Management
Experience: 07-14yrs
CTC: -Lacs
Location: Bengaluru/Banglore,
Job Posted on: 06-04-2016
Prefered Level: Senior
Job code: WM
Job Description:
New Client Acquisition - Asset allocation analysis & Financial Planning - Handling a portfolio of HNI clients with the team leader - Growing share of wallet of the client s total portfolio - Understanding the client s needs and be able to advise effectively on portfolio decisions and suitable investment ideas - Portfolio monitoring and analysis - Cross-sell of non-Mutual Fund, real estate, estate planning, private transactions and other ancillary offerings (mortgage loans, insurance, etc.) - Transaction execution and fund house coordination
Company Profile:
Leading Investment Bank
Additional mail id:
Contact Details:
Company:sigmasix consulting services
Contact Person:sanvi
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