Managing Partner at Dimensions HRD Consultants
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Investment Counsellor - Sales - BFSI (7-19 yrs)
Investment Counsellor
Job Description:
- Driving investment product business through the RM team across Mutual Funds, PMS, SGB, AIF etc.
- Educate client about risk profile, asset allocation and potential risk-reward on the portfolios.
- Ownership of the investment target of the region/location that they are mapped in order to increase AUM.
- Penetration of client base for creating new investors, as well as help improve investment Gross & Net Sales from existing client base.
- Portfolio monitoring, rebalancing and detailed reviews on a periodic basis.
- Research and analyse investments, strategies, and market conditions to determine which investment options are most appropriate.
- Combine analytical ability, comprehensive fiscal knowledge, and customer service skills to help clients define and reach their financial goals.
- Increase in Investment Products productivity of RMs as per defined KRAs.
- Ensuring better client experience both by qualitative and quantitative subventions.
- LIaise with various stake holders within the Bank, as well as with external Asset Managementfirms.
Education : Graduation : Any, Post-Graduation: MBA (or equivalent)
