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( DELHI
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We at Elixir pride ourselves at being one of the premier HR consultancies, which strives to bring talents to the global competitive market environment. We help you shape your career to your desire and choice
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**INSURANCE,MUTUAL FUNDS,EQUITY***
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( DELHI
, DELHI )
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Job
Description : |
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Develop a relationship of trust with the customer and maintain high standards of confidentiality
Offer quality advice with a conservative approach to help the clients’ preserve and grow their wealth on the basis of the recommendations of private banking advisory group –
Understand the needs and priorities of the customer.
Develop a financial plan commensurate with the requirements.
Help the customer implement the plan.
Track the customer’s investments and give proactive suggestions to enhance the portfolio performance on a regular basis.
Single point contact and personalised service to ensure timely and accurate execution.
Actively Cross-sell other banking products like term deposits , commercial banking (current accounts and SME assets) , personal loan , home loan , credit cards etc.
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Job
Type :
Not available |
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Job
Category :
Banking/Insurance |
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Pay
Rate :
As Per The Company Norms |
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Skills
Required : |
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Determination and Perseverance
Openness to Improvement, Development & Change
Presentation & able to work alone....
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Qualification
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BCOM,BBA preferred |
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Career
Level :
Middle Management |
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Experience
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Minimum 1 Years-Maximum 8 Years
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Other
Informations : |
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Not Available
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Contact
Information : |
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Aprajita Alexander
Consultant-BFSI
Elixir Web Solutions
F-24 Ist,IInd & IIIrd Floor Kalkaji New Delhi-110019
Ph No- 41328981
E-Mail- aprajitaa@e-lixirweb.com
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Reference : |
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Not Available
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Reference ID:
Not Available
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