The purpose of this role is to guide and motivate the team of Investment Counsellor for delivering target revenue and balance sheet growth from portfolio under management of "banking & Insurance Primarily in Wealth Management (HNI/Wealth Management), Financial Planning Portfolio Management / Life Insurance/PMS/AIF Structured Products and banking services.
The targets should be delivered using relationship management and tactical strategies to acquire new clients, deepen, cross sell, engagement of clients.
Job Description:
- Manage the investment portfolios of Top UHNI/HNI Clients
- Increase the branch AUM by third party Investment Products.
- Support and Hand hold the RM's for investment meetings and closures.
- Maintain the investment MIS and reporting.
- Help the Head of Wealth and Investments for Business MIS and Local Contests Designing & Promoting.
- Coordinate with third Party AMCs team.
Qualification:
- Essential Graduate or Post Graduate/ MBA
- AMFI / NISM , IRDA certified
Didn’t find the job appropriate? Report this Job
