Investment Counselor

6 days ago

Chennai Coimbatore, India Sharekhan Full time ₹ 10,00,000 - ₹ 3,00,00,000 per year

Role & responsibilitiesOwnership of the Asset Gathering Target of the locationDriving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers.Increasing AUM of the locationPenetration of existing client base for creating new investors in MF/Investments from existing client baseEnsuring better client experience both by qualitative and quantitative interventionsAssist in investment portfolio asset allocation of customersPortfolio Monitoring/ReviewReallocation of portfolios as and when required for risk management or sales opportunities.Coach Asset RM and Business Development RM teams on latest productsConduct Market and Product update calls for Asset RMs and Business Development RMs on regular basisClient 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 sameNet large client growth (clients >50 lacs INR Assets)Product Activation PMS / AIFInterested candidates can share CV to or Whatsapp

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