Investment Counsellor

About The Role  

JOB DESCRIPTION 

ROLE :Investment Specialist Branch Banking - Sales 

GradeM1  Associate Vice President (M5) / Deputy Vice President (M6)

FUNCTION Branch Banking-Sales

SEGMENT CONSUMER BANK

LOCATION :

JOB  DESCRIPTION 

Job Role

"¢ Manage financial planning of HNI clients, identify their needs and provide them with suitable products and asset allocation.

"¢ Detailed Performance analysis of client portfolios and periodical review the portfolio

"¢ Build and deepen relationships with existing HNI clients to achieve increase in share of wallet.

"¢ Assist RM in acquiring newrelations / customers.

"¢ Drive sales of financial products to suitable client portfolios

Job Requirements

"¢ 6-8 years of experience in financial & banking industry with relevant experience in investments

"¢ High understanding of investment ideas across equity, fixed income and Alternates from a client suitability point of view

"¢ High understanding of investment products

"¢ Ability to initiate and hold interactions with HNI Clients and deepen the relationships.

PERSONALITY TRAITS & REQUIRED SKILLS: 

- Should have the business acumen to spot the opportunities and make a business case to penetrate the market by preparing catchment specific strategy
- Ability to engage with various channels across Consumer Bank and leave a positive impact in every interaction
- Must be an effective communicator. Need to have good articulation skills
- Blend of Service and Sales orientation
- Min. 5-7 Year of Relevant Experience.
- Should possess good analytical & presentation skills.

QUALIFICATION :

- Graduation Compulsory
- MBA / PG Preferred
- AMFI / IRDA Certification - Mandatory