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Investment Counseller
2 weeks ago
**Greetings from Synergy plus business consulting group. We are looking for an Investment Counsellor.**
- 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 for increasing 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 the mapped territory.
- 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
**Salary**: Up to ₹1,800,000.00 per month
Schedule:
- Day shift
**Experience**:
- Investment Counsellor: 7 years (required)
**Speak with the employer**
+91-XXXXXXXXXX
