Investment Portfolio Counsellor

8 months ago

Mumbai, India IDFC FIRST Bank Full time

**Role/Job Title**:
Investment Portfolio Counsellor

**Business**: Retail Banking

**Function/ Department**: Wealth Management

**Place of work**: Hyderabad/Mumbai/ Chandigarh/Bangalore & Chennai

Job Purpose
:
Provide advice and guidance related to financial investments

Educate clients about range of investment products and services and recommend options that might best serve their particular financial objective.

Roles & Responsibilities
:

- Driving investment product advisory through sales team
- Educate client about various investment options and potential risks involved
- Ownership of the investment target of the cluster / location that they are mapped to
- Increase AUM base
- Penetration of client base for creating new investors in MF / investments from existing client base
- Portfolio monitoring, rebalancing & reviews

Secondary Responsibilities
:

- Research and analyze investments, strategies and market conditions to determine which investment option is most appropriate
- To combine analytical ability, comprehensive fiscal knowledge and customer service skills to help clients define and reach their financial goals
- Increase in (Investment Products) productivity of RMs
- Ensuring better client experience both by qualitative and quantitative subventions

Managerial & Leadership Responsibilities
:

- Liaise with various stake holders with in the bank
- Coordination with RMs to convert client and increase AUM base

**Key Success Metrics**:

- Strong domain knowledge of the investments, capital markets, distribution / channel management
- Good communication skills
- Able to judge product suitability for clients
- Ability to work with people / team

Title

Stream/ Specialization

Type of University / Institute) (Premier/ Tier I, II, III, Others)

Part Time / Full Time

Graduate

Commerce/Art/Science/BBA

Tier I or II

Full Time

Post Graduate

MBA - Business Management/Finance/Marketing/CA

Tier I or II

Full Time

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