Investment Counsellor - Sales - BFSI (7-19 Yrs) Kolkata (BFSI Sales) by DIMENSIONS HRD CONSULTANTS

Updazz.com (July-2017 से पंजीकृत) ने 13 दिन पहले इस नौकरी को पोस्ट किया था

Investment Counsellor Job Description:- Driving investment product business through the RM team across Mutual Funds, PMS, SGB, AIF etc.- Educate client about risk profile, asset allocation and potential risk-reward on the portfolios.- Ownership of the investment target of the region/location that they are mapped in order to increase AUM.- Penetration of client base for creating new investors, as well as help improve investment Gross & Net Sales from existing client base.- Portfolio monitoring, rebalancing and detailed reviews on a periodic basis.- Research and analyse investments, strategies, and market conditions to determine which investment options are most appropriate.- Combine analytical ability, comprehensive fiscal knowledge, and customer service skills to help clients define and reach their financial goals.- Increase in Investment Products productivity of RMs as per defined KRAs.- Ensuring better client experience both by qualitative and quantitative subventions.- LIaise with various stake holders within the Bank, as well as with external Asset Managementfirms.Education : Graduation : Any, Post-Graduation: MBA (or equivalent) (ref:updazz.com)

Payroll Type : Permanent