Investment Counsellor

Dear Applicants,

We are hiring for Investment Counsellor for Leading Bank and AMC Company. Candidates preferable open from Banking and NBFCs handled Investments products.

Interested Candidate share your profiles on [email protected] or whats app on-766+225102-Farheen

The JD is as below

Reports To

Zonal Head

Location

Mumbai

JOB PURPOSE –

 Managing Premier Banking segment from a product management, marketing and business development to ensure higher customer engagement and customer wallet penetration

Responsibility Areas

 Working closely with Sr. Banking Partner/ Premier Banking Partner- Pioneer across Mumbai to construct and review portfolios under advisory mandate.

 Supporting RMs in activating clients under advisory services

 Maintaining client portfolios, conducting periodic reviews and recommending new product ideas.

 Understanding and profiling client’s risk appetite, accordingly advise on investment opportunities.

 Updating portfolio and balancing it whenever required based on market dynamics.

 Creating investment proposals basis house view and recommending to the client. The proposals are documented and strictly adhered to the bank’s compliance.

 Internally, liaising with the product, research and Investment Strategy team and fund managers on developments.

 Understanding of wide product categories such as Mutual Funds, Structures, PMS, Bonds, Private Equity, Non-Convertible Debentures, Real Estate and RE Funds, etc.

PREFERRED SKILL SET

Educational Qualification

 Graduate/ Post Graduate in any discipline

Technical Knowledge

 Prior experience as investment advisor.

 Excellent communication, analytical & reviewing skills

 The person should be able to derive business strategies based on the data trends & analysis

 Inter-personal coordination & Team Player

 Excellent ability to use Excel and PowerPoint

Thanks

Farheen | HR-Talent Aquisition | JOBSNAVIGATOR

[email protected]