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Team Lead - Talent Acquisition at V-Konnect Associates
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Investment Counselor - Wealth Management - Bank (5-10 yrs)
We are looking Investment Counselor for leading bank in Delhi/NCR. Who will be part of the Sales Coverage team supporting the RM's for the Domestic/NRI market. Having decent knowledge of product.
Min. 5 years in the private banking or financial services
Relevant degree in Finance or business
Location : Delhi/NCR
KRA :
- Working closely with the RM's and clients, providing active & strategic advice on investments.
- Provide clients with specialist investment advice & constructing and managing of their strategic allocation & tactical portfolios.
- Continually seeking to control risks and to enhance the investment returns in line with financial market developments
- Creating value for clients across asset classes suitable to their risk profile and investment objective
- Works closely with the product team to understand various product offerings & how it can be positioned in client portfolios
- Preparing holistic portfolio analytics presentation for clients / prospects
- Preparing customized plans.
- Role is to do farming i.e increasing wallet share by providing value add with clients
WealthManagement, Investment Councelor, Investment Advisor, Wealth Manager, Portfolio Management, Investment Advisor, Banking, Financial Services
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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