
Investment Counsellor
21 hours ago
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
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