Investment Counselor - Premier Wealth Team

Investment Counsellor

Job Title : Investments Counselor

Department : Premier Wealth Team

Location : Pune/ Bangalore/Hyderabad

Grade : M 2/M 3

Salary : 10-14lacs

Reporting to : Direct- Regional Head, Indirect (Functional) - Investment Head

Key Responsibilities :

- Discuss the customer profiles with WM's and help explore & advise opportunities to sell the relevant products to the potential customers

- Review call outcomes with WM's & discuss alternate plans with the view to provide appropriate solution to the customer needs.

- Make self-available for Joint Calls with WM's to enhance call effectiveness provide learning opportunities and to demonstrate intellectual engagement with customers to encash the business opportunities.

- Collect, collate and share market information with product management team and suggest strategies for future

- Will be responsible for product penetration & measure productivity

- Maintain Relationship with principle (like AMC, Insurance co)

- Portfolio Analysis of Client

- Process Management

- Data analysis of the respective region to target relevant client base

- Educational campaigns and activities to increase awareness about product also services being offered by us to increase the client base.