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REGIONAL & NATIONAL HEAD

5.00 to 10.00 Years   Jaipur   01 May, 2023
OASIS HUMAN RESOURCE Hiring For call to discuss at 7014128817, 6376162835, 8209466672,
Job LocationJaipur
EducationNot Mentioned
SalaryRs 10 - 22 Lakh/Yr
IndustryBanking / Financial Services
Functional AreaSecurities TradingInvestment Banking / M&A
EmploymentTypeFull-time

Job Description

    AVP / Portfolio Manager- Wealth ManagementMF portfolio5 -20years Pls call to discuss at hidden_mobile, hidden_mobile, hidden_mobile,10-25 Lacs P.A.Job descriptionManaging sales of assigned locations in HNI vertical and achieving the productivity Products to be handled
    • Primarily FD and cross-sell of Mutual Fund PMS Insurance
    • Responsible to deliver the goals through the HNI segment
    • To analyse business needs & competition data to identify trends & new opportunities;
    • Drive Revenue and product per customer penetration
    • Compliance with legal requirements industry regulations organizational policies and professional code of conduct
    • High energy levels self-motivated and a Go-getter.
    Requirements
  • MBA/PGDM or Equivalent 5-7 years of total experience in the relevant segment
  • Preferred from BFSI / Branch banking / Priority Banking in a relationship management role
  • Should have experience in handling HNI relationships and worked at direct to customer role
  • Excellent Communication and Interpersonal Skills
  • Should have a meticulous approach to relationship management
  • Well Aware of catchment
  • Must Have own Conveyance
    • Role:Relationship ManagerIndustry Type:Financial ServicesDepartment:BFSI,Investments & TradingEmployment Type:Full Time, PermanentRole Category:Banking OperationsDeveloping and Managing teamTaking on complex customer issues and resolving themMake strategic planning to grow business & managing relationships with HNI clients & retail clientsNegotiate mutually profitable Investment opportunities with clientsRole:Trading,Asset & Wealth Management - OtherIndustry Type:Investment Banking / Venture Capital / Private EquityDepartment:BFSI,Investments & TradingEmployment Type:Full Time, PermanentRole Category:Trading, Asset & Wealth Management

Keyskills :
wealth managementhni client handlingmutual funds salesportfolio marketing

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