Investment Counsellor - Chennai, India - Change Leader

Change Leader
Change Leader
Verified Company
Chennai, India

3 weeks ago

Deepika Kaur

Posted by:

Deepika Kaur

beBee Recuiter
Description

JD:
Investment Counsellor


Location :
Chennai

  • Manage the investment Portfolio of HNI/UHNI Clients in collaboration with Relationship Managers.
  • Analyze investment products and determine which product is appropriate for the clients
  • Responsible to increase the Branch AUM
  • Support and handhold Relationship managers in joint calls
  • Maintain MIS and drive business across mapped branches
  • Coordinate with AMCs and ensure compliance while distributing the products
  • Train new RM's on Products and Markets
  • Ownership of investment targets assigned to mapped branches
  • Portfolio monitoring, rebalancing, and reviews.
  • Strong consultative, negotiation and problemsolving skills to identify and address issues.
  • Proven ability to succeed in a target/KPI driven environment
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