Currently we have opening for Investment Counsellor - Wealth Manager for one of our NBFC client for Bangalore Location...

Position : Investment Counsellor

Experience : Min 4 years

Qualification : Any Graduate

Department : Sales / Support

Business Unit : Wealth Management

Job Responsibilities:

Investment Advisor / counsellor

Role: To lead, grow, develop and manage the Investment Services business in the allocated territory by providing optimal advice, regular review of customer portfolio and recommending adjustments which are strategy based on customer's asset allocation. The IA will be responsible for driving the Investment Services business by providing specialist advisory support to customers through the Premium Segment of the Bank where customer relationships are managed by Relationship Managers.

- Build the IS business so as to achieve leadership position in the region through optimal advisory solution.

- Constant review and monitoring of customer portfolios

- Provide the specialist input to customers on their portfolios

- Build and deepen relationships with internal stakeholders.

- Ensure customers and the Premium Segment view IS as a complete value proposition.

- Optimally use the sales model, maximize AUMs, provide focused advice, deliver expert solutions and work in partnership with the RM's from the allocated territories.

- Suggest innovative products and product bundles to the product team based on market/customer needs.

- Maximize Asset Under Management without compromising on the ethical responsibilities of an Investment Advisor.

- Ensure the stringent adherence to sales and operational processes

Ensure acceptance among all stakeholders and drive the team of Relationship Managers to achieve the goals.

Naveen

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