Investment Counselor - Bank - HNI/UHNI

Investment Counselor

One of our clients, A leading MNC Bank is looking for a right candidate for the below mentioned position.

POSITION:-Investment Counselor (Lucknow)

JOB DESCRIPTION:-

- Discuss the customer profiles with RM's and help explore and advise on opportunities to sell the relevant products to the potential customers

- Review call outcomes with RMs and discuss alternate plans with the view to provide appropriate solution to the customer needs.

- Make self available for joint calls with RMs to enhance call effectiveness, provide learning opportunities, and to demonstrate intellectual engagement with customers to encash the business opportunities.

- Collect, collate and share market information with product management team and suggest strategies for future.

- Gather, understand and disseminate product related information (performance/updates) including product implications due to the changing economic factors, to the RM's and customers.

- Educate and update RM's on compliance and regulatory norms. Engage with Compliance to share rationale for any deviation requests.

DESIRED PROFILE:

- MBA from a B-school with a 3-5yrs work experience in wealth management.

- Awareness about banking regulations/product regulations around insurance/investments etc.

- Relationship management - especially HNW/HNI segment.

Please send your resume to sushma@datamaticsindia.com

Interested may send your profile with current CTC details to:
sushma@datamaticsindia.com
Phone No. 080-41512972
Sushma Giri
Datamatics Staffing Services Pvt. Ltd,
Bangalore