Relationship Manager - Wealth Management/Sales (10-20 yrs)

Position: Relationship Manager - Wealth Management/Sales

Locations: Thane / Navi Mumbai

Experience: 10+ Years

Preferred: Wealth Management Sales / investment analyst or Investment counsellor with sales role in Wealth Management

Requirements:

- Manage complete sales and distribution of Wealth Management services offered by the Bank.

Responsibilities:

- Monitoring Customers portfolios and conducting independent portfolio reviews

- Analysing market trends and tracking competitors' activities

- Marketing of WMS for the bank's customers and developing strategies to maximize sales

- Cross sales of bank products as per the customers needs

- Knowledge of managing the lifecycle of wealth management products

- Good knowledge of mutual funds, private equity funds, portfolio management services

- Acquiring NTB HNI customers for the bank through WMS.

Qualifications:

- MBA (Finance), MBA+CFA, CA+MBA (Finance)

- Certified Financial Planner (CFP). NISM certifications for MFs, PMS and AIF.