Urgent Opening Investment Counselor Delhi banking

14 hours ago

Noida, India Mount Talent Consulting Full time

From 5 to 10 year(s) of experience

₹ Not Disclosed by Recruiter
- Noida, New Delhi, Delhi / NCR

Investment Counselor

Grade Avp & Dvp
- 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 RMs on Products and Markets
- Ownership of investment targets assigned to 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
- Role:_Investment Advisor
- Salary:_ Not Disclosed by Recruiter
- Industry:_Banking
- Functional Area:_BFSI, Investments & Trading
- Role Category:_Trading, Asset & Wealth Management
- Employment Type:_Full Time, Permanent
- Key Skills
- Mutual Funds
- investment counselorUHNI CLIENTSHNI Client HandlingInvestment Portfolioinvestment products
- Skills highlighted with ‘‘ are preferred keyskills

Education
- UG:_Any Graduate

**Company Profile**:
Mount Talent Consulting Private Limited

**1.Assest management company**

**2. securities company**

**3. AMC's company (Like
- HDFC mutual fund, icici mutual fund etc)**

**4.Broking firms and wealth company.**

**Major product will be Mutual Funds**
- Company Info
- X
- Contact Company:_Mount Talent Consulting Private Limited

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