02 Oct
|
DSP Eminence
|
Rajkot
02 Oct
DSP Eminence
Rajkot
Role & responsibilities:
1. Train assigned branch teams on investment products - MF, PMS, AIF, PE and SPs.
2. Enable and influence branch teams to cross-sell the investment products
3. Joint meetings with HNI customers of branch teams
4. Help branch teams achieve their cross-sell targets.
5. Periodic review of clients' portfolios to ensure that they are in line with clients' investment objectives
Preferred candidate profile ;
- Educational Qualifications: Post Graduation
- Experience: 5+ Years in handling investment products as a product manager/investment counsellor/wealth Manager/Relationship Manager.
- Excellent communication, presentation and relationship management skills.
- Preferred industry background: Wealth Management, Banking, Investment Counselling
- Domain Knowledge: Wealth Management, capital markets, Investment Products
📌 Investment Counselor (Rajkot)
🏢 DSP Eminence
📍 Rajkot