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