Associate Client AdvisorBangalore

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  • CategoryFinance
  • Sub CategoryFinancial Analyst
  • LocationBangalore
  • CompanyCentrum
  • Posted date on our Website08 December 2012
  • Expiration Date08 December 2012

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Here are the details of Associate Client Advisor job in Centrum. This job or placement paper has been sourced from either company website or newspaper or other media and from students who appeared for this job. User is requested to verify the data before applying for the job.

Company - Centrum Wealth Management Ltd.

Vertical - Wealth Management

Location - Bangalore

Job Description    


-Acquiring  New  clients  and  increasing  the  Assets  under  management
-Extensive  mapping  of  potential  client  segments  covering  geographies  of  operation
-Relationship  Management  approach  in  dealing  with  prospective  HNI  &  UHNI  Clients
-Exploring  opportunities  for  cross-sell  and  up-sell  for  the  Group
-To  build  Understanding  of  Markets,  Portfolio  Analysis  and  various  financial  products
-Ensuring  Compliance  of  Operational  policies  and  procedures

Candidate Profile - An  Ideal  candidate  would  be  motivated,  wanting  to  build  on  relationship  management  skills  and  develop  understanding  of  Markets  &  Portfolio  management;  Performing  candidates  will  be  strong  potential  for  next  level  of  growth.  In  addition  to  having  a  keen  sense  of  integrity  and  entrepreneurial  spirit,  they  should  possess  first  class  interpersonal  and  communication  skills.

Key Skill    

-Strong  Relationship  management  skills  in  approaching  High-Net-Worth  &  Ultra  High-Net-Worth  Clients.
-Experience  in  acquiring  &  building  client  base  using  Internal  &  External  networks
-Detailed  knowledge  in  terms  of  Regulatory  requirements,  Product  knowledge,  Financial  market  awareness  and  an  overall  understanding  of  the  business

Reporting To - Vice President- Wealth Management

Centrum is a leading financial services company offering innovative, customised and integrated financial solutions.

Centrum Capital Ltd. and its subsidiaries mainly, Centrum Broking Ltd., Centrum Wealth Management Ltd., CentrumDirect Ltd., Club 7 Holidays, Centrum Financial Services Ltd. and Centrum Infrastructure & Reality Ltd. offer value-added products and services.

Centrum is a one-stop solution for investment banking, wealth management, portfolio management, stock broking, foreign exchange, travel , lending, infrastructure and real estate advisory services. Being a full service financial institution, It offer compelling cross-selling opportunities.

Contact Details:

C.S.T. Road, Vidyanagari Marg, Kalina,
Santacruz (East), Mumbai – 400 098, India
Phone: (022) 4215 9000

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