Managing Partner at Dimensions HRD Consultants
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Head - Regional Investment Advisory - Bank (10-16 yrs)
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)