Regional Wealth & Investment Strategist

Position Purpose

To spearhead achievement of third party product business in the branch . The primary responsibility of the Investment Counsellor is to drive third party product business through Relationship Managers who are responsible for cross-selling / up-selling / to the existing customer base of broking as well as acquiring new customers for the organization. The Investment Counsellor will report to the City Head of the Segment.

Responsibilities

Direct Responsibilities

• Ownership of the Asset Gathering Target of the Zone & assigned territory
• 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 / AIF

Technical Behavioural Competencies

• Excellent knowledge about the diverse investment products and well updated with the market information
• Ability to co-ordinate with different teams
• Strong analytical skills to interpret business information
• Strong communication C 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

Specific Qualifications (if required)

• Graduate / Postgraduate or an MBA
• Relevant NISM and other Certifications
• 7 years plus work experience in the financial services industry