Investment Counselor

4 days ago

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

Role & responsibilities

  • Ownership of the Asset Gathering Target of the location
  • Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers.
  • Increasing AUM of the location
  • Penetration of existing client base for creating new investors in MF/Investments from existing client base
  • Ensuring better client experience both by qualitative and quantitative interventions
  • Assist in investment portfolio asset allocation of customers
  • Portfolio Monitoring/Review
  • Reallocation of portfolios as and when required for risk management or sales opportunities.
  • Coach Asset RM and Business Development RM teams on latest products
  • Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis
  • Client 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 same
  • Net large client growth (clients >50 lacs INR Assets)
  • Product Activation PMS / AIF

Interested candidates can share CV to or Whatsapp

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