Investment Counsellor - Investment Products

Department Icon Operations Maintenance & Support
85+ Applicants
Posted: 2 months ago
5-6 years
Mangalore,Hyderabad,Chennai,Mumbai,Bangalore,Kolkata,Delhi NCR,Pune
work from office

Posted: 2 months ago
|
Applicants: 85+
Job Description
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Job Description

1. Ownership of the Asset Gathering Target of the Zone & assigned territory
2. Train, enable and influence branch team to sell investment products- MF, PMS, AIF, PE and SP.

3. Doing joint meetings with HNI customers of branch teams for cross sell
4. Help branch team achieve their cross-sell targets.
5. Periodic review of client's portfolio to ensure that they are in line with client's investment objectives.
6. Penetration of existing client base for creating new investors in MF/Investments from existing client base.
7. Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same

Skills

Wealth ManagementBFSI SalesBankingSales

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Important dates & deadlines?

Application Deadline

23 Aug 26, 02:33 PM IST

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Investment Counsellor - Investment Products

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