Investment Counsellor

5 months ago

Hyderabad, India Abacus Consultants Full time

**10 - 15 years**:
**Any Graduate**:
**Sales
- Wealth**:
**16 ~ 17 LPA**:

- Manage the investment Portfolio of HNI/UHNI Clients in collaboration with Relationship Managers.
- Analyze investment products and determine which product is appropriate for the clients
- Responsible to increase the Branch AUM
- Support and handhold Relationship managers in joint calls
- Maintain MIS and drive business across mapped branches
- Coordinate with AMCs and ensure compliance while distributing the products
- Train new RM’s on Products and Markets
- Ownership of investment targets assigned to mapped branches
- Portfolio monitoring, rebalancing, and reviews.
- Strong consultative, negotiation and problem-solving skills to identify and address issues.
- Proven ability to succeed in a target/KPI driven environment

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