Investment Advisor - Bank

Grade - AVP

CTC - up to 17 lacs

Responsibilities:

- Manage the investment Portfolio of HNI/ UHNI Clients in collaboration with Relationship Managers.

- Analyze investment products and determine which product is appropriate for the clients

- Responsible to increase the Branch AUM

- Support and handhold Relationship managers in joint calls

- Maintain MIS and drive business across mapped branches

- Coordinate with AMCs and ensure compliance while distributing the products

- Train new RM's on Products and Markets

- Ownership of investment targets assigned to mapped branches

- Portfolio monitoring , rebalancing, and reviews.

- Strong consultative, negotiation and problem-solving skills to identify and address issues.

- Proven ability to succeed in a target/KPI driven environment