Acquisition of HNI,Ultra HNI clients&Retail Clients rnAdvising the client for making the Investment into Financial ProductrnPenetration of Wealth Management or other investment product handling client\'s portfolio & maintaning relationship with custo...
The profile involves acquiring, growing and deepening HNI Banking customer relationships through effective relationship management. Awareness of all the policies and procedures issued in relation to money laundering prevention. Ensure compliance
Key Skills : relationship management,financial services executive,business development
We are hiring candidates for the post of of Relationship Manager in a private sector bank in Delhi-NCR (multiple locations)
Ideal candidate must be graduate or post graduate with at least 3 to 4 years experience on such profile
Key Skills : client relationship manager,sales,marketing,business development
Looking for Graduates/MBAs with prior experience in sales/service in banking/insurance/finance sector below 28 years of age
openings are in Delhi NCR
CTC-3 to 4 lacs, excellent communication skills required. Send your updated resume to rsedutrain...
Currently We Have Most Urgent Requirements For Wpo(Wealth Planning Officer) Delhi, Gurgaon
Position : Wpo(Wealth Planning Officer)
Location : Delhi, Gurgaon
Experience : Fresher Or 1Year Experience
RS6,00,000 To 10,00,000North Delhi, Ahmedabad, Bangalore, Mumbai, Chennai, Delhi, Hyderabad
Manage and generate cross sell revenue from preferred clients
Acquire preferred clients
Provide financial planning services to all assigned clients
Ensure client meetings as per defined norms
Maintain record of business on internal software
To identify potential Corporates & HNI clients through referral networks and activities
To execute monthly sales plan to acquire large prospective clients and ensure regular
contact with all mapped clients through regular weekly / monthly Call...