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HR Partner at Sputnik Hires
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Investment Counsellor - Bank (8-10 yrs)
Investment Counsellor
- MBA / Post-graduate in Finance / CA or related field with 8 years of experience in similar roles in wealth management, brokerage company or private banking units.
- Preference for candidates with experience in equity advisory roles
- Additional industry certifications such as CFA/CFP are a plus
- Conduct regular quarterly reviews for mapped HNI clients, covering their investment portfolios as well as broader financial planning needs
- Design and implement investment action plans with clients to align their existing equity investments to target allocations
- Identify and execute cross-sell opportunities across different products and offerings of the company by examining client risk profile and financial needs
- Regular meetings with Active clients, converting the dormant clients into active as a subject matter expert along with respective relationship manager to deepen share of wallet
- Provide feedback and improvement ideas to management and leadership team in the company to improve customer experience and product proposition.
- Liaise with central investment/product teams/business divisions for identifying opportunities to cater to clients requirements.
- Monitor clients' portfolios regularly to identify intervention requirements
- Provide investment support, education and guidance to clients, prospects and Relationship Managers
- Maintain aware ness of latest developments in global and local markets and their impact on client investments
- Stay up-to-date with house views at all times and communicate with clients in line with the same
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