Chat

iimjobs

jobseeker Logo
Now Apply on the Go!
Download iimjobs Jobseeker App and get a seamless experience for your job-hunting
04/07 HR
HR at Michael Page

Views:358 Applications:62 Rec. Actions:Recruiter Actions:0

AVP - Investment Advisory/Counsellor - Banking (5-12 yrs)

Delhi Job Code: 1120019

Industry - Banking / Financial Services / Broking

Category - Finance

Skills - Wealth Management, Private Wealth Management, Investment Analysis, Equity, Wealth Advisory, Mutual Funds, PMS

Job Type - Permanent

Description :


- Be an integral member of our advisory team, providing financial planning and investment advisory services to an individual client base of all ages and stages of wealth


- Take primary responsibility for all aspects of the client relationship, working closely with clients to fully understand their financial situation


Client Details:

Hiring organization is a leading banking setup with a pan India presence.

Description:

Responsibilities :

- Drive Sales of Products Like Mutual Funds, PMS/AIF etc through relationship managers and Team Leaders

- Accompany Relationship managers for client pitch meetings to ensure better conversion rate

- Ownership of the Investments target of the cluster / location that they are mapped to

- Address query of clients related to investments and ensure high satisfaction levels

- Making Presentations to provide Portfolio update to HNI and UHNI clients on their investments

- Maintaining ready reckoner presentations related to investment options to assist Relationship Managers in showcasing products

- Assisting Relationship manager in providing analytics related to client portfolios

- Training and development of Management Trainee & new Relationship Managers on Wealth Products, Market outlook, Sales Pitch

Profile:

- 5-8 Years of Work Experience in a field related to Capital markets like Wealth management, Investment Banking, Stock advisory, DCM, Treasury etc

- MBA from Top 20 college like JBIMS, NMIMS, IIM I,IIM K etc or CA or IIT + CFA

- Comfortable with Client facing role with part sales KRA

- Enthusiastic about financial markets

Job Offer:

- Utilize the firm's client-centered wealth management philosophy to guide your advisory services with an individual client base

- Meet with clients to form a financial outlook including expenses, income, insurance coverage, objectives, tax status, risk tolerance, or other elements to build a financial plan


- Analyze market performance, investments, and client data to develop strategies for meeting clients' financial goal


- Interpret and prepare income projections, financial summaries, and investment performance reports, and manage and update client portfolios accordingly


To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Somaira Khanon +91 22 4236 3216.

The Apply Button will redirect you to website. Please apply there as well.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

Add a note
  • Apply
  • Assess Yourself
  • Save
  • Insights
  • Follow-up
Something suspicious? Report this job posting.