Investment Counsellor

1 month ago

Bengaluru, India I Mates Consultants Full time

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**Posted By**:I Mates Consultants | **Posted on**: July 11, 2023**:

- India Bengaluru/Bangalore
- 1200000-2200000 RS
- 5-18

**Scope of the Role**: Driving investment product advisory through sales team, Ownership of the investment target of the cluster / location thatthey are mapped.

> Educate client about investment options and potential risks.
- 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.
- Penetration of client base for creating new investors in MF /investments from existing client base.
- Increase in (Investment Products) productivity of RMs. > Ensuring better client experience both by qualitative and quantitative subventions.

**Skills**:
investment advisory

wealth management

portfolio management

relationship manager

pms

wealth management services

portfolio management

wealth advisor

hni client handling

wealth

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