Investment Counsellor

7 months ago

Chennai, India Change Leader Full time

JD: Investment Counsellor

Location : Chennai
- 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

  • Montessori Teacher Trainer

    6 months ago

    Sholinganallur, Chennai, Tamil Nadu, India Modern Montessori International (MMI) Preschool Full time

    **Modern Montessori International (MMI) Preschool** **Location - Semmenchery, Chennai** **Position - Trained and Certified Montessori Directoress & Academic Counsellor** Job Summary - Teachers with certified Montessori Diploma from reputed Institutes, who are driven by Passion & Enthusiasm, willing to invest in teaching children aged 2yrs to 6yrs may...