Investment Counsellor

6 days ago

Delhi, India Change Leader Full time

**JOB DESCRIPTION**

**Investment Counsellor**

**Experience: 6 to 12 Yrs**

**Location: South Delhi**

**JD is as below**:

- 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 sales 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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