Investment councellor - Chennai & Bangalore

4 - 9 years

10 - 20 Lacs

Posted:1 week ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Role & responsibilities


Responsible to enable sales by leveraging product knowledge and supporting the sales team.

Responsible for Concept Selling across the region, leveraging distributor relationships

Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda

Common Pitch

To conduct Regular Huddles/Conference Calls / Meetings with Distributors and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital market

Feedback to Investments team on Distributor/ Investor queries on Funds/Products

Preferred candidate profile

MBA (Finance/ CFA/CFP)

4 to 7 yrs of experience

only from bankign and NBFC and specifically from wealth Management team

Communication Skills, Analytical skills, Sales techniques, Product & Market Knowledge, Interpersonal skills, Understanding of Macro and micro Economics, Understanding of Capital Market & IPRU as well as Competition products

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