Investment Counsellor_Mumbai (Mumbai)

Investment Counsellor_Mumbai (Mumbai)

31 Jul
|
JobStation
|
Mumbai

31 Jul

JobStation

Mumbai

Job Description:

- Train assigned branch teams on investment products - MF, PMS, AIF, PE and SPs.

- Enable and influence branch teams to cross sell the investment products

- Joint meetings with HNI customers of branch teams

- Help branch team achieve their cross sell targets.

- Periodic review of client’s portfolio to ensure that they are in line with client’s investment objectives

Desired Profile / Criteria / Skills :

- Educational Qualifications: Post Graduation

- Experience: 5+ Years in handling the investment products as product manager/investment counsellor/wealth Manager/Relationship Manager.

- Excellent communication, presentation and relationship management skills.

- Preferred industry back ground: Wealth Management, Banking, Investment Counselling

- Domain Knowledge: Wealth Management, capital markets, Investment Products

📌 Investment Counsellor_Mumbai (Mumbai)
🏢 JobStation
📍 Mumbai

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