Financial Advisor - Financial Institution

Department Icon Investment Banking, Private Equity & VC
118+ Applicants
Posted: 3 years ago
4-7 years
Mumbai
Work From Office

Posted: 3 years ago
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Applicants: 118+
Job Description
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Job Description


To develop and manage relationships with High net worth clients in order to provide them with investment products and services in line with their risk profile

  • To meet the revenue and product mix targets

  • Gateway to any requirement from I-Sec.

  • Recommendation of products as per client requirement.

  • Manage 40 to 50 clients

  • Should generate revenue of 3 - 5 times cost.

  • Responsible for initial acquisition of clients then taking business forward with coordination of HOD.

  • Should maintain continuously develop high end client base.

  • Looking to get Placed? Try our Placement Guarantee Plan

  • To have specialized knowledge on the Private Client Product Suite, Indian Stock Market, Indian Mutual Funds, Diversified nature of Indian Real Estate market, Fixed income and alternate assets classes like Hedge funds, Structured products, HNI: Investment Banking Estate Planning.

  • To continuously track market trends and customer requirements and help the product team in designing new products based on the feedback received.

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This job is provided by Shine.com

Skills

BankingPlanning

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Important dates & deadlines?

Application Deadline

20 Mar 23, 12:00 AM IST

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Financial Advisor - Financial Institution

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