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IC-Investment Counsellor

4.00 to 9.00 Years   Gurugram,Delhi, Noida   03 Oct, 2024
Job LocationGurugram,Delhi, Noida
EducationNot Mentioned
SalaryRs 5 - 12 Lakh/Yr
IndustryFinancial Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Job PurposeThe role would require to train, enable and influence branch team to sell investment products MF, AIF, PE and SP. Doing joint meetings with HNI customers of branch teams for cross sellKey Deliverables1. Train assigned branch teams on investment products - MF, AIF, PE and SPs.2. Enable and influence branch teams to cross sell the investment products3. Joint meetings with HNI customers of branch teams4. Help branch team achieve their cross sell targets.5. Periodic review of clients portfolio to ensure that they are in line with clients investment objectivesRole Requirementso Educational Qualifications: Post Graduationo Experience: 5 Years in handling the investment products as product manager/investment counsellor/wealth Manager/Relationship Manager.o Excellent communication, presentation and relationship management skills.o Preferred industry back ground: Wealth Management, Banking, Investment Counsellingo Domain Knowledge: Wealth Management, capital markets, Investment Products

Keyskills :
mutual fundsportfolio management

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