Investment Counsellor - Sales - BFSI (7-19 yrs)

Investment Counsellor

Job Description:

- Driving investment product business through the RM team across Mutual Funds, PMS, SGB, AIF etc.

- Educate client about risk profile, asset allocation and potential risk-reward on the portfolios.

- Ownership of the investment target of the region/location that they are mapped in order to increase AUM.

- Penetration of client base for creating new investors, as well as help improve investment Gross & Net Sales from existing client base.

- Portfolio monitoring, rebalancing and detailed reviews on a periodic basis.

- Research and analyse investments, strategies, and market conditions to determine which investment options are most appropriate.

- Combine analytical ability, comprehensive fiscal knowledge, and customer service skills to help clients define and reach their financial goals.

- Increase in Investment Products productivity of RMs as per defined KRAs.

- Ensuring better client experience both by qualitative and quantitative subventions.

- LIaise with various stake holders within the Bank, as well as with external Asset Managementfirms.

Education : Graduation : Any, Post-Graduation: MBA (or equivalent)