Job Description
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 Associate2@jobsnavigator.co.in 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
Associate2@jobsnavigator.co.in
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 Associate2@jobsnavigator.co.in 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
Associate2@jobsnavigator.co.in
💡 Quick Summary
Seeking a career-building opportunity? The Investment Counsellor position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
