Portfolio Counselor - Bank

A senior position of "Portfolio Counselor" has opened up with an MNC Bank, based out of Chennai.

Designation: Portfolio Counselor

Location : Chennai

Reporting to: Investment & Product Head

Salary : Attractive package includes Bonus & Bank Perks

Your Job Profile includes:

- Supporting the Wealth Managers to identify opportunities for growth.

- High quality client conversations to increase traction

- Analyse the location portfolio, bucketing and enhance the business

- Should possess strong focus on due diligence, quantitative technique and asset allocation

Your profile:

- MBA / CA with 8 -12 years of "relevant" experience in Financial Services

- Strong communication skills as this is a client facing and advisory role

- Eye for detail and ability work seamlessly with other units