Investment Counsellor

1 month ago

Delhi, India Leading NBFC Full time
Dear Applicants,We are hiring for INVESTMENT COUNSELLOR for leading NBFC for Mumbai Location.Candidates from NBFcs and Banking preferred who have handled Investment counselling alongwith RMs.Kindly share profile on job description as below :Position Title: Investment Counsellor Location: MumbaiDesired Education Background: MBA (Finance)/ CFA/ CADesired Work Experience: 4-7 yearsCritical Skills Required: Communication, Analytical & Interpersonal, Sales Techniques, Product & Market KnowledgeKey Responsibilities:- Responsible for Concept Selling across the region, leveraging through existing distributor relationships. - Responsible for Product Level targets of the region for certain specified products across Equity & Debt.- To conduct Conference Calls / Meetings with Distributors for Product, Market and Knowledge updates. - To conduct Regular Trainings & Knowledge Sessions for Internal Employees across the region. - To work with the Sales team in increasing distribution spread & Product Mix.- Support to create simpler communication on Focused Products along with Product team. - Providing critical on ground Feedback for enhancing business activities.

- Give market feedback to Investments on peer Products Positioning & Product sales in market.

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