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