Investment Partner/Investment Advisor/Investment Councellor - Bank

HIRING WITH A LEADING BANK .

- Building on AUMs by growing the investment book of the bank and ensuring a one stop platform for managing customer investments across all wealth products/platforms

- Inculcating client risk profiling before reviewing client portfolios and making recommendations; and ensuring portfolio alignment/rebalancing basis the profile/needs of the customer

- Building a focus towards investment cross sell among the RM population and building on investment penetration of HNI customers

- Moving towards an advisory model on wealth products for HNI clients by offering products across platforms including alternate products such as PMS/PIA/AIF, structures etc

- Ensuring RM activation and focus on investment products and going on joint meetings to build volumes along with new to investment penetration of the portfolio

- Training RMs and building their knowledge levels through training/workshops in coordination with product/AMC teams; holding daily meetings to impart knowledge on market movements.

- Ensuring 100% compliance of regulatory matters including EUIN & NISM within internal timelines.

Qualification and Certification :

- Bachelor's degree in any discipline

- Master's degree is preferred

- AMFI/NISM is mandatory

- NCFM /IRDA /JAIIB/CAIIB & such relevant certifications will be an added advantage.

Prior experience in BFSI Sector preferably in a bank or a wealth role

Location - Chennai / Mumbai

Interested candidate can apply or call at 9897455333