Job Description
Manage financial planning of HNI clients, identify their needs and provide them with suitable products and asset allocation. Detailed Performance analysis of client portfolios and periodical review the portfolio Build and deepen relationships with existing HNI clients to achieve increase in share of wallet. Assist RM in acquiring new relations / customers. Drive sales of financial products to suitable client portfolios
banking jobs in surat for freshers
The ideal candidate should be proficient in designing graphics, editing videos, and creating brand-driven digital content across various platforms. The role will also involve shooting reels, and the candidate might also have to act in them. Strong English language skills are a must.
We have available banking jobs in surat for freshers
Grade diamonds based on cut, color, clarity, and carat weight. Ensure accuracy and consistency in diamond assortment. Work closely with the quality control team to maintain high standards. Identify and report any discrepancies or irregularities in diamond grading. Maintain records and documentation related to assortment.
Job Location:
Surat, Gujarat
Job Timing:
Full Time
Working Day :
Monday To Saturday
Salary Range:
Not Disclose
Roles and Responsibilities:
Should have the business acumen to spot the opportunities and make a business case to penetrate the market by preparing catchment specific strategy Ability to engage with various channels across Consumer Bank and leave a positive impact in every interaction
Must be an effective communicator. Need to have good articulation skills Blend of Service and Sales orientation Min. 5-7 Year of Relevant Experience. Should possess good analytical & presentation skills.
Job requirements :
- 6-8 years of experience in financial & banking industry with relevant experience in investments
- High understanding of investment ideas across equity, fixed income and Alternates from a client suitability point of view
- High understanding of investment products
- Ability to initiate and hold interactions with HNI Clients and deepen the relationships.
Experience :
6-8 years of experience in financial & banking industry with relevant experience in investments
Education :
MBA
