Senior Investment Advisor

4 weeks ago


Navi Mumbai, Maharashtra, India iimjobs Full time

  • Building relationships with clients & educating them about Investments
  • Client Acquisition as per targets and cross selling of third party products (MF, Insurance, FD, RBI Bonds etc)
  • Client meetings directly and joint meets along with Bank PBG RM`s
  • Pitching our research ideas to customers.

Key Requirements:
1. Graduation/PG is must.

2. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds)

  • Stock Market knowledge is mandatory.
  • Should possess excellent communication skills.
  • Monitor and address HNI clients banking and investment requirements.
  • Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value.
  • Achievement of productwise targets and cross selling products as per the demographic and risk profiling.
  • Formulate outbound and inbound sales plan to acquire new HNI clients for increasing customer base of the portfolio.
  • Resolution of queries for all managed clients with TAT specified.

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