AVP - Investment Advisory/Counsellor - Banking

Industry - Banking / Financial Services / Broking

Category - Finance

Skills - Wealth Management, Private Wealth Management, Investment Analysis, Equity, Wealth Advisory, Mutual Funds, PMS

Job Type - Permanent

Description :

- Be an integral member of our advisory team, providing financial planning and investment advisory services to an individual client base of all ages and stages of wealth

- Take primary responsibility for all aspects of the client relationship, working closely with clients to fully understand their financial situation

Client Details:

Hiring organization is a leading banking setup with a pan India presence.

Description:

Responsibilities :

- Drive Sales of Products Like Mutual Funds, PMS/AIF etc through relationship managers and Team Leaders

- Accompany Relationship managers for client pitch meetings to ensure better conversion rate

- Ownership of the Investments target of the cluster / location that they are mapped to

- Address query of clients related to investments and ensure high satisfaction levels

- Making Presentations to provide Portfolio update to HNI and UHNI clients on their investments

- Maintaining ready reckoner presentations related to investment options to assist Relationship Managers in showcasing products

- Assisting Relationship manager in providing analytics related to client portfolios

- Training and development of Management Trainee & new Relationship Managers on Wealth Products, Market outlook, Sales Pitch

Profile:

- 5-8 Years of Work Experience in a field related to Capital markets like Wealth management, Investment Banking, Stock advisory, DCM, Treasury etc

- MBA from Top 20 college like JBIMS, NMIMS, IIM I,IIM K etc or CA or IIT + CFA

- Comfortable with Client facing role with part sales KRA

- Enthusiastic about financial markets

Job Offer:

- Utilize the firm's client-centered wealth management philosophy to guide your advisory services with an individual client base

- Meet with clients to form a financial outlook including expenses, income, insurance coverage, objectives, tax status, risk tolerance, or other elements to build a financial plan

- Analyze market performance, investments, and client data to develop strategies for meeting clients' financial goal

- Interpret and prepare income projections, financial summaries, and investment performance reports, and manage and update client portfolios accordingly

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Somaira Khanon +91 22 4236 3216.

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