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Job Description for Investment Counsellor - Pioneer Banking POSITION SUMMARY: Job Title - Investment Counsellor Pioneer Banking Reports To Zonal Head Pioneer Banking Location - Mumbai JOB PURPOSE: - Managing Premier Banking segment from a product management, marketing and business development to ensure higher customer engagement and customer wallet penetration Responsibility Areas: - Working closely with Sr. Banking Partner/ Premier Banking Partner- Pioneer across Mumbai to construct and review portfolios under advisory mandate. - Supporting RMs in activating clients under advisory services - Maintaining client portfolios, conducting periodic reviews and recommending new product ideas. - Understanding and profiling clients risk appetite, accordingly advise on investment opportunities. - Updating portfolio and balancing it whenever required based on market dynamics. - Creating investment proposals basis house view and recommending to the client. The proposals are documented and strictly adhered to the banks compliance. - Internally, liaising with the product, research and Investment Strategy team and fund managers on developments. - Understanding of wide product categories such as Mutual Funds, Structures, PMS, Bonds, - Private Equity, Non-Convertible Debentures, Real Estate and RE Funds, etc. PREFERRED SKILL SET: Educational Qualification - Graduate/ Post Graduate in any discipline Technical Knowledge: - Prior experience as investment advisor. - Excellent communication, analytical & reviewing skills - The person should be able to derive business strategies based on the data trends & analysis - Inter-personal coordination & Team Player , Excellent ability to use Excel and PowerPoint

Mumbai

IndusInd Bank -  Investment Counsellor - Pioneer Banking 

Job Description for IndusInd Bank -  Investment Counsellor - Pioneer Banking  in INDUSIND BANK LIMITED in  Mumbai for (10-15) years of experience. Apply Now!

IndusInd Bank -  Investment Counsellor - Pioneer Banking  | iimjobs.com