Advisory RM/Senior Advisory RM - Private Client Group - Bank - IIM/XLRI/FMS/MDI

Advisory RM/ Senior Advisory RM - Private Client Group in second largest PVT bank

Note :

MBA pass out in 2013 & 2014 from IIM, "Indian Institute of Foreign Trade", "Xavier Institute of Management", XLRI,"Faculty of Management Studies", FMS, "Management Development Institute", JBIMS, NMIMS, NITIE, "SP Jain", SIBM can apply & this job is open to any industrial background.

Position Title : Advisory RM/ Senior Advisory RM

Business Group : Private Clients Group (PCG)

Purpose of the Job :

- The prime responsibility of the Advisory RM is to advise PCG customers on their overall investment portfolio. Advisory RMs would be mapped to one or more RMs and would handle the set of customers mapped to these RMs.

- Advisory RM would be required to advise customers on overall asset allocation at a portfolio level and recommend products which are suitable for the customers as per the customer's profile so as to maximize the returns for the customer.

Location : Mumbai

Key Deliverables :

The objective of this job is to generate fee income by providing quality advice to customers on their investment portfolio. It shall include the following:

- Generate fee income by advising customers on various investment products and services

- Grow Assets under Advise (AUA) by advising customers on asset allocation at a portfolio level

- Compliance with key regulatory and bank level requirements

- To continuously track market trends and customer requirements and provide relevant feedback.

Key skills :

- Specialized product knowledge

Have a specialized product knowledge about :

- Various investment products available in the market including:

- Indian Mutual Funds,

- Indian Real Estate market,

- Fixed income

- Alternate assets classes like Structured products, Private Equity Funds, Real Estate Funds

- Market knowledge Ability to engage with the customer on views on markets in general including outlook on equity markets, interest rates, inflation etc.

- Ability to effectively communicate the features of various products and convince the client to invest in the right product