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Team Leader
3 weeks ago
- Designation - Unit Head(VP/AVP)
- Proven work experience as a team leader role.
- your job is to create a gamut of investment options for your clients to offer them a holistic portfolio-building experience.
- You forge a strong bond with the clients and understand their background, financial history, current income, lifestyle requirements, tax saving plans, etc.
- You also counsel them on what their short-term and long-term goals are.
- Use your knowledge and skills to implement a strategy to cover a list of various investment opportunities that suit the clients objectives.
- Keep track of the clients portfolio and monitor the various market fluctuations to ensure there is minimal threat of risks or losses.
- Make changes and modifications to the investments according to the lifestyle and financial changes that occur in the clients life.
- Increase client database by meeting new clients and taking references
from the existing ones and hence build AUM and AUA for the branch.
- Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.
- Knowledge:
- Leadership quality
- Product Knowledge have a detailed knowledge of all products related to Life
Insurance, general insurance, fixed income, mutual funds, etc.
- Wealth/ Portfolio Management understand client portfolio in terms of their risk and
reward appetite and assist them to achieve their financial goals.
- Financial planning/ Investment Advisory have thorough financial and sector
knowledge as well knowledge of competitors, must provide sound and reliable advice to
client.
Location- Hyderabad, Bangalore
