Investment Counselor - Mutual Fund Segment - Banking

- Coordinating with the Cluster/ Region to achieve its revenue target for the Mutual Fund segment (along with all related products including and not restricted to structured products); involving close coordination with all the branches of the Cluster/ Region.

- Co-owning the revenue targets for the cluster/ region

- Conducting in-depth reviews of clients' financial circumstances, current provision and future aims

- Analyzing client information and prepare investment plans best suited to individual clients requirements

- Providing clients with information on new and existing products and services

- Organizing customer meets involving presentation from AMCs, Fund Managers etc.

- Re-balancing the Portfolio of customer on need basis and suggesting entry and exit strategy for the investors

- Ensuring high level client satisfaction

- Retaining and enhancing Advisory relationships

- Keeping himself updated on the financial markets & in advisory products / services in particular. (Equities, Mutual Funds, Asset Allocation, Derivatives)

Preferred from Banking or NBFC only (with wealth background)

In any query, please feel free to connect with me @ 9643525375.

Neha Satija