Investment Counselor

4 days ago

Navi Mumbai, Maharashtra, India Quotient Consultancy Full time ₹ 15,00,000 - ₹ 25,00,000 per year

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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