Investment Counselor (AMC background) Leading Bank

Leading Bank Hiring Investment Counselor

Mumbai

Interested pelase call MAHEK 9137263337 and drop CV at quotientconsultancy@gmail.com

Job Title Investment Specialist Branch Banking

Overall Job Description

Strategic / Managerial Responsibilities

• Driving Investment Products through Relationship Managers of Branches

• Assist in investment portfolio asset allocation of customers

• Handholding clients & RMs on all investment products MF, AIF, PMS, SIP, Broking, Bonds, SBG, etc

• Ensure robustness, scalability & sustainability of investment business in channels to build AUM(Investments & Margin book-

Broking ) & SIP book

Core responsibilities

• Responsible for achieving channels Investment Fee, Sales, AUM, SIP & Broking targets

• Key person to handle Investment & brokerage partnerships at regional level

• Identifying right investment product for each customer basis his profile

• Conduct product training and empower sellers to deepen engagement on investment products

• Ensuring Market Update calls are done on regular basis

• Client calls along with RM to source investments

• Increasing penetration of existing client base to create new investment customers

• Increase AUM & SIP book

• Portfolio Review, Monitoring, etc

• Regular interaction with product providers locally for market updates, feedback, etc

• Ensure Licensing requirements are fulfilled & enhance activation & productivity of RMs

• Handling & responding to investment queries of RMs & Clients

• Responsible for business quality in terms of leakage, drop out, cancellations, SIP persistency, etc

Technical Experience

• Good understanding of wealth products/ Demat + Trading a/c

• Must be NISM-AMFI certified, candidates with PMS certification will be preferred

• Good understanding of asset allocation & goal planning

• Strong analytical skills, Proficiency with MS Word, Excel, Power point

Non Technical Experience

• Team player

• Good interpersonal, collaboration and communication skills

• Ability to understand customer requirements

PREFERRED SKILL SET

Educational / Professional

Qualification Post-graduation Preferred / C.A. / CFA

Requirements Strong domain wealth knowledge with understanding of products across asset class with

portfolio & analytical orientation, collaborative and team management skills

Work Experience (in yrs.) 7-10 years