Investment Counsellor

7 days 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

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