Senior Investment Advisor
4 weeks ago
- 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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