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01/12 Shubhi Gogia
Consultant at Tenheads

Views:172 Applications:32 Rec. Actions:Recruiter Actions:3

Investment Counsellor - BFS (5-15 yrs)

Mumbai/Navi Mumbai/Thane Job Code: 1012459

Job Opening

Job Opening for Investment Counsellor

Responsibilities -

- Building a focus towards investment X-sell among RM population & Building on Investment penetration of HNI clients

- Moving towards an advisory model on wealth products for HNIs by offering structures across platforms including alternate products

Core Responsibilities -

- Ensuring RM activation & focus on investment products. Going on Joint meetings to build volumes along with new to investment penetration of the portfolio

- Ensuring 100%complaince of regulatory matters including EUIN & NISM within timelines

- Training RMs & building knowledge levels through training /workshops/in coordination with partner teams

People Management or Self-Management Responsibilities

- Overall building on AUM by growing investment book of the bank and ensuring one stop platform for managing client investments across wealth products/platforms

- Inculcating client risk profiling before reviewing client portfolios & making recommendations and ensuring portfolio rebalancing basis needs of client

Risk and Internal Control Responsibilities

- 100% of certification to be driven

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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