Role & responsibilities:
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 teams achieve their cross-sell targets.
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