Currently there is an opportunity with a leading foreign MNC bank
based in Delhi.
Position: Financial Advisor
Objective: To be the trusted financial advisor for HNI clients Work
Experience: 5-6 relevant work experience years
Education: MBA (Tier I & II Institutes) / CA / ICWA
Business Responsibilities
• Leads origination in the targeted segment
• Ensure Revenue Targets across products are met consistently
• Map markets / segments to target profile in order to identify
untapped resources / new opportunities
• Take references from existing clients to grow client base
• Actively advise clients basis financial profile and approved products
available
• Identify opportunities to cross-sell & deep-sell by profiling clients in
detail.
If interested please forward your updated resume to
reema.bohra@ leadstalent. com
Warm regards
reema
