Investment Counselor

3 days ago

Kolkata, West Bengal, India Indusind Bank Full time ₹ 1,04,000 - ₹ 1,30,878 per year

Role & responsibilities

  • Drive investment product business through mapped Relationship Managers across Mutual Funds, PMS, SGB, AIF etc.
  • Educate clients about risk profile, asset allocation and potential risk-reward on the portfolios.
  • Penetration of client base for creating new investors, as well as help improve investment Gross & Net Sales from existing client base.
  • Portfolio monitoring, rebalancing and detailed reviews on a periodic basis.
  • Research and analyze investments, strategies, and market conditions to determine which investment options are most appropriate.
  • Leverage analytical ability, comprehensive fiscal knowledge, and customer service skills to help clients define and reach their financial goals.
  • Ensure increase in Investment Products productivity of Relationship Managers as per defined KRAs.
  • Ensure better client experience both by qualitative and quantitative subventions.

Liaise with various stake holders within the Bank, as well as with external Asset Management firms.

Preferred candidate profile

Minimum 8 years of relevant experience in Investments and Relationship Management, with excellent communication skills.

Post Graduate (MBA or equivalent)

NISM V-A and XXI-A certification. CFP/CFA (or equivalent) shall be an advantage.

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