Sr Investment Counsellor SOUTH MUMBAI AVP

4 weeks 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

Wassup -


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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