Sr Investment Counsellor SOUTH MUMBAI AVP

3 hours ago

Mumbai, India Bank Full time

Investment Counsellor - AVP / DVP Role


Opening for a Leading Bank - Looking for candidates from Banking Only


Kindly Share updated resume asap - Contact Person : Divya qcprofile@gmail.com

Wassup - 9137265848


Role Details:

  • Grade: [SM/AVP/DVP]
  • Maximum CTC: [11L - 30L]
  • Location: [Lower Parel]
  • Position: [2]

The purpose of this role is to guide and motivate the team of Investment Counsellor


for delivering target revenue and balance sheet growth from portfolio under management of “banking & Insurance Primarily in Wealth Management (HNI/Wealth Management), Financial Planning Portfolio Management / Life Insurance/PMS/AIF Structured Products and banking services.


The targets should be delivered using relationship management and tactical strategies to acquire new clients, deepen, cross sell, engagement of clients. Job Description: ▪ Manage the investment portfolios of Top UHNI/HNI Clients ▪ Increase the branch AUM by third party Investment Products. ▪ Support and Hand hold the RM’s for investment meetings and closures. ▪ Maintain the investment MIS and reporting. ▪ Help the Head of Wealth and Investments for Business MIS and Local Contests Designing & Promoting. ▪ Coordinate with third Party AMCs team.


B. Qualifications and Experience Requirement Qualifications Essential Graduate or Post Graduate/ MBA AMFI / NISM , IRDA certified Experience Essential 10 years+ Wealth Management (HNI/Wealth Management), Financial Planning Portfolio Management / Life Insurance/PMS/AIF Structured Products and banking services C. Competency Requirements a. Functional Skills

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