Investment Counselor - BFSI

We have an opening in a leading financial Institution.

Kindly find below the Job Description

Designation - Investment Counselor

Reports To - National Head(Wealth)

Job Responsibilities

1) Driving Investment product Advisory through Wealth - Team(PWM/Sr.PWM/T.L.s)

2) Planning and driving investor knowledge programs (IKP).

3) Capability building for Investment Advisory on - Mutual funds, Equity PMS, Real Estate PMS, Private Equity and Derivative based structured products through Training & Joint Calls.

4) Ensure continuous process learning for Investment product.

5) Deliverables -activation, retention/win back and revenue.

6) Maintain Relationship with principle (like AMC, Insurance co)

7) Portfolio Analysis of Client

8) Process Management

9) Data analysis of the respective region to target relevant client base

10) Educational campaigns and activities to increase awareness about product also services being offered by us to increase the client base

Salary offered; 15 - 20 LPA