Location: South Kolkata
Requirement:
- The candidate needs to have minimum 3-5 years experience in wealth management.
- The candidate needs to be both AMFI and IRDA certified with active certifications.
- Minimum education qualification is graduation.
The following are the specifications for the role:
- The candidate should be a proven performer with excellent track record in retail and with HNI clients.
- Should have ample experience handling banking products, wealth management and revenue generation business from HNI and UHNI clients; should have experience in Life Insurance, General Insurance, Home Loan, FD, RD, Savings & Current Accounts, Mutual Funds, etc.
- The candidate should have developed and maintained a good relationship with the existing HNI customers of the bank and should have managed business operations with key focus on increasing revenues for the client as well as for the bank and identify new business opportunities.
- The candidate should have spearheaded effort in analyzing existing market trends and understood company specific investment requirements and ensured effective investment solutions to ensure maximum profitability.
- The candidate should have sound knowledge of various financial / investment products and market dynamics.
