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Recruitment Consultant at Manzil HR Services
Views:4678 Applications:29 Rec. Actions:Recruiter Actions:5
Investment Counselor - Wealth - BFSI (7-12 yrs)
Salary offered : 10 - 17 LPA
A LEADING FINANCIAL INSTITUTION
Designation - Investment Counselor
Location - DELHI/NCR
Job Responsibilities:
- Driving Investment product Advisory through Wealth Team(PWM/Sr.PWM/T.L.s)
- Planning and driving investor knowledge programs (IKP).
- Capability building for Investment Advisory on Mutual funds, Equity PMS, Real Estate PMS, Private Equity and Derivative based structured products through Training & Joint Calls.
- Ensure continuous process learning for Investment product.
- Deliverables -activation, retention/win back and revenue.
- Maintain Relationship with principle (like AMC, Insurance co)
- Portfolio Analysis of Client
- Process Management
- Data analysis of the respective region to target relevant client base
- Educational campaigns and activities to increase awareness about product also services being offered byus to increase the client base.
ANU
MANZIL HR SERVICES
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