Posted By
Posted in
Banking & Finance
Job Code
1247264
Investment Counsellor
Description:
Strategic/ Managerial Responsibilities:
- Building a focus towards investment X-sell among RM population & Building on Investment penetration of HNI clients
- Moving towards an advisory model on wealth products for HNIs by offering structures across platforms including alternate products
Core Responsibilities:
- Ensuring RM activation & focus on investment products. Going on Joint meetings to build volumes along with new to investment penetration of the portfolio
- Ensuring 100%complaince of regulatory matters including EUIN & NISM within timelines
- Training RMs & building knowledge levels through training /workshops/in coordination with partner teams
People Management or Self-Management Responsibilities:
- Overall building on AUM by growing investment book of the bank and ensuring one stop platform for managing client investments across wealth products/platforms
- Inculcating client risk profiling before reviewing client portfolios & making recommendations and ensuring portfolio rebalancing basis needs of client
Risk and Internal Control Responsibilities:
- 100% of certification to be driven
Didn’t find the job appropriate? Report this Job
Posted By
Posted in
Banking & Finance
Job Code
1247264