Address Role/Job Title
: Investment Portfolio Counsellor.
Function/ Department
: Wealth Management, Retail Liabilities.
Job Purpose:
Provide advice and guidance related to financial investments. Educate clients about range of investment products and services and recommend options that might best serve their financial objective.
Roles & Responsibilities:
Driving investment product advisory through sales team.
Educate client about various investment options and potential risks involved.
Ownership of the investment target of the cluster / location that they are mapped to increase AUM base.
Penetration of client base for creating new investors in MF / investments from existing client base
Portfolio monitoring, rebalancing & reviews.
Secondary Responsibilities:
Research and Analyse investments, strategies, and market conditions to determine which investment option is most appropriate.
To 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 RM’s.
Ensuring better client experience both by qualitative and quantitative subventions.
Managerial & Leadership Responsibilities:
Liaise with various stake holders within the Bank.
Coordination with RMs to convert client and increase AUM base.
Education Qualification
:
Graduation: Bachelor’s in Engineering / Technology / Math’s / Commerce / Arts / Science / Biology / Business/ Computers / Management/ any other.
Experience
: Minimum 5+ years of relevant experience in Investment.
