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Financial Expert

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Gurgaon, Haryana, India beBeeInvestment Full time ₹ 1,04,000 - ₹ 1,30,878
Investment Counselor

This role is responsible for driving the investment product sales and asset gathering for a specific location.

  • Ta ke ownership of the Asset Gathering Target for the location.
  • Drive Investment Product Sales through Wealth and Business Development Relationship Managers.
  • Penetrate the existing client base to create new investors in MF/Investments.

The ideal candidate will have extensive experience in the financial services industry, focusing on increasing the Assets Under Management (AUM), client penetration, and providing expert investment guidance.

Key Responsibilities:
  • Target Ownership: Take ownership of the Asset Gathering Target for the location.
  • Sales & AUM Growth: Drive Investment Product Sales through Wealth and Business Development Relationship Managers (RMs). Focus on increasing the AUM of the location.
  • Client Engagement: Penetrate the existing client base to create new investors in MF/Investments. Ensure a superior client experience through both qualitative and quantitative interventions.
  • Portfolio Management: Assist in investment portfolio asset allocation, conduct regular portfolio monitoring/reviews, and reallocate portfolios as needed for risk management or sales opportunities.
  • Team Coaching & Development: Coach and train Asset RMs and Business Development RMs on the latest products. Conduct regular Market and Product update calls for the RM teams.
  • Client Interaction: Participate in client calls with RMs to educate clients, provide details, and source investments.
  • Product Management: Regularly interact with product providers for updates and market feedback, and communicate this information internally.
  • Client Growth: Focus on the net growth of large clients (clients with over 50 lacs INR in assets).
  • Product Activation: Drive the activation of products such as PMS and AIF.
Required Skills & Qualifications:
  • Graduate / Postgraduate or an MBA degree from a recognized institution.
  • At least 5 years of work experience in the financial services industry.
  • Relevant certifications such as NISM.
  • Strong skills in asset management, portfolio allocation, and risk management.
  • Proven ability to coach and train sales teams.
  • Excellent client communication and relationship-building skills.