Investment Counsellor | Wealth

Waytogo Consultants

0 years

0 Lacs

pune maharashtra india

Posted:3 days ago| Platform:

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Skills Required

portfolio collaboration analyze support drive compliance monitoring rebalancing negotiation

Work Mode

On-site

Job Type

Full Time

Job Description

Manage the investment Portfolio of HNI/UHNI Clients in collaboration with Relationship Managers.
Analyze investment products and determine which product is appropriate for the clients
Responsible to increase the Branch AUM
Support and handhold Relationship managers in joint calls
Maintain MIS and drive business across mapped branches
Coordinate with Bank's and ensure compliance while distributing the products
Train new RM’s on Products and Markets
Ownership of investment targets assigned to mapped branches
Portfolio monitoring , rebalancing, and reviews.
Strong consultative, negotiation and problem-solving skills to identify and address issues.
Proven ability to succeed in a target/KPI driven environment

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