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Urgent opening in Pvt leading bank for the position of Investment Counselor .

7.00 to 12.00 Years   Delhi   15 Jul, 2022
Synergy Plus Business Consulting Group
Job LocationDelhi
EducationNot Mentioned
SalaryRs 7 - 16 Lakh/Yr
IndustryBanking / Financial Services
Functional AreaSales / BDInvestment Banking / M&A
EmploymentTypeFull-time

Job Description

    Urgent opening in Pvt leading bank for the position of Investment CounselorChandigarh and Delhi location. If any one interested please share your updated cv on my mail. hidden_emailPoojaMob- hidden_mobileWe are looking for Investment Counseller candidates across Chandigarh and DelhiGrade - Avp/Dvp; ctc budget (12-18 lacs) and JD given below:
    • 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 for increasing 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 RMs on Products and Markets
    • Ownership of investment targets assigned to mapped territory.
    • Portfolio monitoring , rebalancing, and reviews.
    • Strong consultative, negotiation and problem-solving skills to identify and address issues.
    • Proven ability to succeed in a target/KPI driven environment

Keyskills :
investment bankingsaleshni client handling

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Urgent opening in Pvt leading bank for the position of Investment Counselor . Related Jobs

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