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02/12 Shubhi Gogia
Consultant at Tenheads

Views:182 Applications:27 Rec. Actions:Recruiter Actions:1

Investment Counsellor - BFS (5-15 yrs)

Chennai/Jaipur Job Code: 1013012

KEY RESPONSIBILITIES/ ACCOUNTABILITIES :

Strategic/Managerial 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

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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