Investment Counselor

6 days ago

Mumbai, India LeadersLaddrz Full time

Ownership of the Investment Target of the location
- Driving Investment Product Sales through relationship managers
- Increasing AUM of the location
- Penetration of existing client base for creating new investors in MF/Investments from existing client base
- Ensuring better client experience both by qualitative and quantitative interventions
- Assist in investment portfolio asset allocation of customers
- Portfolio Monitoring/Review
- Reallocation of portfolios as and when requirement for risk management or sales opportunities comes up
- Coach RM teams on latest products
- Conduct Market and Product update calls for RMs on regular basis
- Client Calls(along with RMs) to educate provide details and source investment in these products
- Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same

REQUIRED QUALIFICATION'S:

- Graduate / Post Graduate or MBA
- NISM Certification ESSENTIAL FUNCTIONAL SKILLS/ COMPETENCIES
- 7 years of work experience in the financial services industry and relevant regulatory certifications
- Well aware about the diverse investment products and well updated with the market information
- Ability to co-ordinate with different teams
- Have great channel management skills
- Strong analytical skills to interpret business information

**Job Types**: Full-time, Regular / Permanent

**Salary**: ₹60,000.00 - ₹90,000.00 per month

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Day shift
- Fixed shift
- Morning shift

Supplemental pay types:

- Performance bonus
- Yearly bonus

Ability to commute/relocate:

- Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Bachelor's (preferred)

**Experience**:

- Stock broking: 5 years (required)
- Equity sales: 4 years (required)

**Speak with the employer**
+91 9319774385

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