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Senior Consultant at Waytogo Consultants Pvt. Ltd.
Views:96 Applications:17 Rec. Actions:Recruiter Actions:12
Investment Counsellor - BFSI (4-10 yrs)
Investment Counsellor
- Co-owning the AUM and Revenue target for the Mutual Funds/ Investments Product with the Mapped Exclusive RM Team (along with all related products including and not restricted to structured products)
- Completing Risk Profiling of Mapped customers to the RMs along with the RM / Service Anchors' help
- Conducting in-depth reviews of clients' current Wealth Portfolio - both on and off book and align it with the clients' financial goals, current provision and planned milestones
- Analyzing client information and prepare investment plans best suited to individual clients' requirements
- Providing clients with information on new and existing products and schemes
- Organizing customer meets involving presentation on new product opportunities and emerging market trends with / without the help of AMCs
- Rebalancing the Portfolio of customer on need basis and suggesting entry and exit strategy for the investors
- Keeping himself updated on the financial markets & products (Equities, Mutual Funds, Asset Allocation, Derivatives
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