Investment Counselor
6 days ago
Leading Bank Hiring Investment Counselor
Mumbai
Interested pelase call MAHEK and drop CV at
Job Title Investment Specialist Branch Banking
Overall Job Description
Strategic / Managerial Responsibilities
• Driving Investment Products through Relationship Managers of Branches
• Assist in investment portfolio asset allocation of customers
• Handholding clients & RMs on all investment products MF, AIF, PMS, SIP, Broking, Bonds, SBG, etc
• Ensure robustness, scalability & sustainability of investment business in channels to build AUM(Investments & Margin book-
Broking ) & SIP book
Core responsibilities
• Responsible for achieving channels Investment Fee, Sales, AUM, SIP & Broking targets
• Key person to handle Investment & brokerage partnerships at regional level
• Identifying right investment product for each customer basis his profile
• Conduct product training and empower sellers to deepen engagement on investment products
• Ensuring Market Update calls are done on regular basis
• Client calls along with RM to source investments
• Increasing penetration of existing client base to create new investment customers
• Increase AUM & SIP book
• Portfolio Review, Monitoring, etc
• Regular interaction with product providers locally for market updates, feedback, etc
• Ensure Licensing requirements are fulfilled & enhance activation & productivity of RMs
• Handling & responding to investment queries of RMs & Clients
• Responsible for business quality in terms of leakage, drop out, cancellations, SIP persistency, etc
Technical Experience
• Good understanding of wealth products/ Demat + Trading a/c
• Must be NISM-AMFI certified, candidates with PMS certification will be preferred
• Good understanding of asset allocation & goal planning
• Strong analytical skills, Proficiency with MS Word, Excel, Power point
Non Technical Experience
• Team player
• Good interpersonal, collaboration and communication skills
• Ability to understand customer requirements
PREFERRED SKILL SET
Educational / Professional
Qualification Post-graduation Preferred / C.A. / CFA
Requirements Strong domain wealth knowledge with understanding of products across asset class with
portfolio & analytical orientation, collaborative and team management skills
Work Experience (in yrs years
-
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