Role & responsibilities :

- Ownership of the Asset Gathering Target of the location

- Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers.

- Increasing AUM of the location

- Penetration of existing client base for creating current investors in MF/Investments from existing client base

- Ensuring better client experience both by qualitative and quantitative interventions

- Assist in investment portfolio asset allocation of customers

- Portfolio Monitoring/Review
- Reallocation of portfolios as and when required for risk management or sales opportunities.

- Coach Asset RM and Business Development RM teams on latest products

- Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis

- Client Calls (along with RMs) to educate provide details and source investment in these products

- • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same

- Net large client growth (clients >50 lacs INR Assets)

- Product Activation PMS / AIF

📌 Investment Counselor (Delhi)
🏢 Sharekhan
📍 Delhi