Hiring for Wealth Manager in Pune
Published date: 2024/01/10
- Location: Pune, , Maharashtra, India
Relationship Management experience in Banks, NBFC, Brokerage houses
Key Skills : Good interpersonal and communication skills English && Vernacular
Good Presentation skills && networking skills ability to start relationships
and build rapport
• Sound knowledge of Banking Products
• Good analytical skills, ability to understand client needs and sell range of pdts Process Orientations self-discipline to adhere to laid down processes
• Have High integrity and professional values
• Have passion for selling and entrepreneurial orientation
• 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 Banking && Wealth management solutions superior service to clients
• Cross-sell Trade && Fx, Wealth, Insurance products to clients
• Portfolio allocations reviews && financial check-ups for each client according at defined frequency
• Ensuring 360 client engagement Total Client Ownership
• Ensuring adherence to Compliance processes and guidelines
Interested one please share resume on recruiter4.spbcgroup@gmail.com
Key Skills : Good interpersonal and communication skills English && Vernacular
Good Presentation skills && networking skills ability to start relationships
and build rapport
• Sound knowledge of Banking Products
• Good analytical skills, ability to understand client needs and sell range of pdts Process Orientations self-discipline to adhere to laid down processes
• Have High integrity and professional values
• Have passion for selling and entrepreneurial orientation
• 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 Banking && Wealth management solutions superior service to clients
• Cross-sell Trade && Fx, Wealth, Insurance products to clients
• Portfolio allocations reviews && financial check-ups for each client according at defined frequency
• Ensuring 360 client engagement Total Client Ownership
• Ensuring adherence to Compliance processes and guidelines
Interested one please share resume on recruiter4.spbcgroup@gmail.com
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