Investment Counsellor - HNI/UHNI

JD: Investment Counsellor

- Manage the investment Portfolio of HNI/UHNI Clients in collaboration with Relationship Managers.

- Analyze investment products and determine which product is appropriate for the clients.

- Responsible to increase the Branch AUM

- Support and handhold Relationship managers in joint sales calls

- Maintain MIS and drive business across mapped branches.

- Coordinate with AMCs and ensure compliance while distributing the products.

- Train new RM's on Products and Markets

- Ownership of investment targets assigned to mapped branches.

- Portfolio monitoring, rebalancing, and reviews.

- Strong consultative, negotiation and problem-solving skills to identify and address issues.

- Proven ability to succeed in a target/KPI driven environment.