Investment Counsellor - Branch Banking-BRANCH BANKING-Regional sales

JOB DESCRIPTION ROLE : Investment Specialist – Branch Banking - Sales Grade: M1 – 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 new relations / 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