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Investment Counsellor - HNI &UHNI - Financial Services

7.00 to 14.00 Years   Mumbai City   11 Oct, 2022
Liontree HR
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryRecruitment Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Investment Counsellor (HNI and UHNI Clients) for a leading Financial Co- MBA / Post-graduate in Finance / CA or related field with 8+ years of experience in similar roles in wealth management, brokerage company or private banking units. -- Preference for candidates with experience private wealth management. - Additional industry certifications such as CFA/CFP are a plus - Conduct regular quarterly reviews for mapped HNI clients, covering their investment portfolios as well as broader financial planning needs -- Design and implement investment action plans with clients to align their existing equity investments to target allocations - Identify and execute cross-sell opportunities across different products and offerings of the company by examining client risk profile and financial needs - Regular meetings with Active clients, converting the dormant clients into active as a subject matter expert along with respective relationship manager to deepen share of wallet - Provide feedback and improvement ideas to management and leadership team in the company to improve customer experience and product proposition. - Liaise with central investment/product teams/business divisions for identifying opportunities to cater to clients requirements. - Monitor clients portfolios regularly to identify intervention requirements - Provide investment support, education and guidance to clients, prospects and Relationship Managers - Maintain aware ness of latest developments in global and local markets and their impact on client investments - Stay up-to-date with house views at all times and communicate with clients in line with the same,

Keyskills :
salescustomer relationsmarketingasabankingprivate bankingwealth managementquarterly reviewsfinancial planningcustomer experience

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