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•Client first approach with focus on providing the right solution
•Make financial plan by deep understanding of the Client's financial needs, risk profile
•Effectively network
•Acquire new business
•Represent the Organization and reflect its values
Required Candidate profile
-3 to 4+ yrs relevant exp in Wealth Management -RM/Financial Planning/Product
-CFP/Financial planning a must
-Exp in wealth mngt of HNIs
-Knowledge of Financial Markets, Products
-Relationship Mngt
Talent Corner Hr Services Private Limited
Job ID: 107295711
Skills:
relationship management, Financial Planning, HNI banking, CASA growth, Investment Advisory, Customer Engagement
Skills:
Customer Relation Management, Financial Planning, Financial Planner
Skills:
Excel, Data Management, portfolio allocation, financial literacy workshops, Investment Planning, Mutual Fund Sales, financial consulting
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