Territory Wealth & Investment Strategist

POSITION: Territory Wealth & Investment Strategist (IC Role)

[Reports To : Zonal Head | Reportees: All BMs of Surat Region]

LOCATION: Ahmedabad

SALARY : Rs.18 Lac p.a

JOB DESCRIPTION:

1) Ownership of the Asset Gathering Target of the Zone & assigned territory

2) Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers.

3) Increasing AUM of the location.

4) Penetration of existing client base for creating new investors in MF/Investments from existing client base.

5) Ensuring better client experience both by qualitative and quantitative interventions.

6) Assist in investment portfolio asset allocation of customers.

7) Portfolio Monitoring/Review.

8) Coach 'Asset RMs' and Business Development RM teams on latest products.

9) Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis

10) Client Calls (along with RMs) to educate provide details and source investment in these products

11) Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same

12) Product Activation - PMS / AIF.

EDUCATION : Graduate / Postgraduate or an MBA | Relevant NISM and other Certifications

EXPERIENCE : 7 years plus work experience in the financial services