Senior Investment Advisor - Mumbai, India - iimjobs

    iimjobs
    iimjobs Mumbai, India

    1 week ago

    Iimjobs background
    Full time
    Description

    • Building relationships with clients & educating them about Investments
    • Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, FD, RBI Bonds etc)
    • Client meetings directly and joint meets along with Bank PBG RM`s
    • Pitching our research ideas to customers.

    Key Requirements :

    • Graduation is must.
    • NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds)
    • Stock Market knowledge is mandatory.
    • Should possess excellent communication skills.'
    • Monitor and address HNI clients banking and investment requirements.
    • Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value.
    • Achievement of productwise targets and cross selling products as per the demographic and risk profiling.
    • Formulate outbound and inbound sales plan to acquire new HNI clients for increasing customer base of the portfolio.
    • Resolution of queries for all managed clients with TAT specified.