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22/05 Anish Handa
Managing Partner at Dimensions HRD Consultants

Views:7218 Applications:267 Rec. Actions:Recruiter Actions:18

Head - Regional Investment Advisory - Bank (10-16 yrs)

Delhi NCR Job Code: 700623

We are Recruiting for Regional Investment Advisory Head for a large Private Bank based in Delhi /NCR. Kindly revert with your updated cv or alternatively call on 9311185989

Job Profile - 

- Coordinating with the Cluster/ Region to achieve its revenue target for the Mutual Fund segment (along with all related products including and not restricted to structured products); involving close coordination with all the branches of the Cluster/Region.

- Co-owning the revenue targets for the cluster/region

- Conducting in-depth reviews of clients financial circumstances, current provision and future aims

- Analyzing client information and prepare investment plans best suited to individual clients requirements

- Providing clients with information on new and existing products and services;

- Organizing customer meets involving presentation from AMCs, Fund Managers etc.

- Rebalancing the Portfolio of customer on need basis and suggesting entry and exit strategy for the investors

- Ensuring high level client satisfaction

- Retaining and enhancing Advisory relationships

- Keeping himself updated on the financial markets & in advisory products / services in particular. (Equities, Mutual Funds, Asset Allocation, Derivatives)

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

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