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Job Description
The purpose of this role is to guide and motivate the team of Investment Counsellor for delivering target revenue and balance sheet growth from portfolio under management of "banking & Insurance Primarily in Wealth Management (HNI/Wealth Management), Financial Planning Portfolio Management / Life Insurance/PMS/AIF Structured Products and banking services.
The targets should be delivered using relationship management and tactical strategies to acquire new clients, deepen, cross sell, engagement of clients.
:
- Manage the investment portfolios of Top UHNI/HNI Clients
- Increase the branch AUM by third party Investment Products.
- Support and Hand hold the RM's for investment meetings and closures.
- Maintain the investment MIS and reporting.
- Help the Head of Wealth and Investments for Business MIS and Local Contests Designing & Promoting.
- Coordinate with third Party AMCs team.
Qualification:
- Essential Graduate or Post Graduate/ MBA
- AMFI / NISM , IRDA certified
Skills
Structured ProductsPortfolio ManagementReportingIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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