Sr Manager/Chief Manager - Investment Advisor - Bank

Position : Investment Advisor

Grade : M2 / CM1

Location : Bangalore

Job Purpose:

- The role involves advising clients on products and services available, ensuring they are aware of and understand those that best meet their needs, and then securing a sale

Key Deliverables:

The objective of this job is to increase overall financial revenue being generated from the set of HNI accounts mapped with asset and liability targets by means of:

- Making recommendations to clients on ways to best utilize their money

- Building a healthy AUM - Investments

- Generate fee revenue through third-party investments

- Seamless and superior service delivery

- Compliance with key regulatory and bank level requirements

Responsibilities:

Primary Responsibilities:

- Providing coverage to the Wealth Managers mapped to him and the corresponding clients mapped to the Wealth Managers.

- Contacting clients and setting up meetings.

- Conducting in-depth reviews of clients’ financial circumstances, current provision and future aims

- Analysing information and preparing plans best suited to individual clients' requirements

- Designing financial strategies

- Providing clients with information on new and existing products and services

- Assisting clients to make informed decisions

- Researching information from various sources

- Promoting and selling investment products to meet given sales targets

- Keeping up to date with financial products and legislation

- Resolution of queries of all mapped clients within TAT specified

- Ensure compliance through regular process checks and self-audit scores

Other Responsibilities:

- Ensuring regular updation of call reports in relevant system

- Ensuring need based product approach towards clients and regular reporting of product penetration

- Mandatory certifications

- Managing relationships to improve relationship value of existing customers

Contact: 022 40388454