Upgrade to Pro Member
HR Recruiter at V-Konnect Associates
Views:7713 Applications:267 Rec. Actions:Recruiter Actions:54
Investment Counselor - Mutual Fund Segment - Banking (2-7 yrs)
- Coordinating with the Cluster/ Region to achieve its revenue target for the Mutual Fund segment (along with all related products including and not restricted to structured products); involving close coordination with all the branches of the Cluster/ Region.
- Co-owning the revenue targets for the cluster/ region
- Conducting in-depth reviews of clients' financial circumstances, current provision and future aims
- Analyzing client information and prepare investment plans best suited to individual clients requirements
- Providing clients with information on new and existing products and services
- Organizing customer meets involving presentation from AMCs, Fund Managers etc.
- Re-balancing the Portfolio of customer on need basis and suggesting entry and exit strategy for the investors
- Ensuring high level client satisfaction
- Retaining and enhancing Advisory relationships
- Keeping himself updated on the financial markets & in advisory products / services in particular. (Equities, Mutual Funds, Asset Allocation, Derivatives)
Preferred from Banking or NBFC only (with wealth background)
In any query, please feel free to connect with me @ 9643525375.
Neha Satija
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
2-Step Verification - Action Required
We've updated our security procedures!
Your privacy and security are important to us. We've recently updated our security measures to make iimjobs.com safer and more secure for you. This change requires you to reset your password.
Please reset your password using the link sent to your email. If you did not receive any email, please check your spam folder..
