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Investment Counselor

5 - 10 years

9 - 12 Lacs

Thane Navi Mumbai

Posted:1 day ago| Platform: Naukri logo

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Skills Required

NISM Wealth Management Mutual Funds Portfolio Management Meeting Bonds Third Party Products Insurance Products HNI Acquisition HNI Client Handling PMS Coordinat MF Asset & Wealth Management Team Suppo Aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

We are at Mirae Asset ShareKhan hiring for below role Designation - Investment Counsellor ( Senior Wealth Manager ) Role & responsibilities - Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AI Preferred candidate profile Ability to co-ordinate with different teams Strong analytical skills to interpret business information Strong communication & written skills Fluency in local language is an added advantage Excellent interpersonal skills and team management skills Should be a good team leader Highly self motivated Willingness to learn and adapt

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www.sharekhan.com/

Financial Services

Mumbai

1000-5000 Employees

51 Jobs

    Key People

  • Dinesh Thakkar

    Chairman and Managing Director

  • Sandeep Bhardwaj

    CEO

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