Company Name : HDFC Bank
Designation: Investment Advisor
Job Description:
Position Investment Advisor
Work Location Mumbai
Date Posted Wednesday, November 09, 2011
Responsibilities
Offer Private Banking/ wealth management services through products like mutual funds, advice on direct equity, structured products, insurance, asset allocation, bonds and derivatives.
Acquiring high value relationships from branches into the private banking group.
Managing relationships of super HNI clients, retaining & enhancing advisory relationships.
To achieve sales targets in terms of income generated across all advisory products in slabs of 2crs, 1 cr and 0.5 cr.
To execute cross sell efforts as per focus of the bank at any given point in time.
To keep one self updated on the financial markets and in advisory products / services in particular.
To acquire new clients in the targeted HNI segment from outside the bank.
Company Profile:
The Housing Development Finance Corporation Limited (HDFC) was amongst the first to receive an 'in principle' approval from the Reserve Bank of India (RBI) to set up a bank in the private sector, as part of the RBI's liberalisation of the Indian Banking Industry in 1994. The bank was incorporated in August 1994 in the name of 'HDFC Bank Limited', with its registered office in Mumbai, India. HDFC Bank commenced operations as a Scheduled Commercial Bank in January 1995.
Desired Profile:
Requirements
Candidate must possess at least a Master in Business Admin / Post Graduate Diploma in Business Administration / Post Graduate Program in Management in Business Studies / Administration / Management or equivalent.
At least 3 yearof working experience in the related field is required for this position.
Preferably Managers specializing in Banking / Financial Services or equivalent. Job role in Financial Planning / Wealth Management or equivalent.
1 Full-Time positions available.
Keywords: Investment Advisor, Sales, Equity, Structured Products, Insurance, Asset Allocation
Experience: 3 - 5 Years
Role: Investment/Treasury Mgr
Functional Area: Banking, Insurance
Education:
UG - Any Graduate
PG - MBA/PGDM,PG Diploma
Location: Mumbai
Apply Here
Designation: Investment Advisor
Job Description:
Position Investment Advisor
Work Location Mumbai
Date Posted Wednesday, November 09, 2011
Responsibilities
Offer Private Banking/ wealth management services through products like mutual funds, advice on direct equity, structured products, insurance, asset allocation, bonds and derivatives.
Acquiring high value relationships from branches into the private banking group.
Managing relationships of super HNI clients, retaining & enhancing advisory relationships.
To achieve sales targets in terms of income generated across all advisory products in slabs of 2crs, 1 cr and 0.5 cr.
To execute cross sell efforts as per focus of the bank at any given point in time.
To keep one self updated on the financial markets and in advisory products / services in particular.
To acquire new clients in the targeted HNI segment from outside the bank.
Company Profile:
The Housing Development Finance Corporation Limited (HDFC) was amongst the first to receive an 'in principle' approval from the Reserve Bank of India (RBI) to set up a bank in the private sector, as part of the RBI's liberalisation of the Indian Banking Industry in 1994. The bank was incorporated in August 1994 in the name of 'HDFC Bank Limited', with its registered office in Mumbai, India. HDFC Bank commenced operations as a Scheduled Commercial Bank in January 1995.
Desired Profile:
Requirements
Candidate must possess at least a Master in Business Admin / Post Graduate Diploma in Business Administration / Post Graduate Program in Management in Business Studies / Administration / Management or equivalent.
At least 3 yearof working experience in the related field is required for this position.
Preferably Managers specializing in Banking / Financial Services or equivalent. Job role in Financial Planning / Wealth Management or equivalent.
1 Full-Time positions available.
Keywords: Investment Advisor, Sales, Equity, Structured Products, Insurance, Asset Allocation
Experience: 3 - 5 Years
Role: Investment/Treasury Mgr
Functional Area: Banking, Insurance
Education:
UG - Any Graduate
PG - MBA/PGDM,PG Diploma
Location: Mumbai
Apply Here
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