Investment Counselor - Bank

Urgent Hiring for one of leading Indian Bank

Key skills required :

- IC typically caters to top 30% of RM's client base

- ICs role is to understand client's risk appetite and needs of client. Due to better understanding of markets & products, IC helps RM provide appropriate solutions

- IC helps drive business / sales on monthly based on discussion with RMs

- IC works closely with the product team to understand various product offerings and how it can be positioned in client portfolios

- Regular client / prospect meeting incl. corporate

- Preparing holistic portfolio analytics presentation for clients / prospects

- Preparing customised plans which include Investment Plans, Retirement Plans etc

- Role is to do farming ie increasing wallet share by providing value add with clients