Location: Delhi/ Jaipur
Primary responsibilities
- Assist in acquiring new business by participating in client seminars and meetings where permissible
- Provide key inputs to launch new products and work on product development keeping in mind market/competition dynamics
- Responsible for AUM growth in the books of RMs, which should be achieved by client satisfaction on review quality and frequency of client visits. Also increase Fee revenues through targeted portfolio actions and market development activities
- Develop Investments/Treasury/Insurance Products penetration in the designated market place
- The IC will have joint responsibility of the clients, along with the RMs, ensuring that investment counseling is in line with business goals and will involve going for joint sales calls with RMs; Influencing RMs in maintaining a diversified portfolio and instilling a portfolio level approach vis a vis transaction specific one.
- Dissemination of regional reports on portfolios and economic indicators w.r.t. financial planning
- Improve quality of client communications through a process of constant interaction and feedback from frontline and Product desks like FX/FIS
- Facilitate development of systems to increase process efficiency and improve quality of MIS by interfacing with Portfolio analytics team
- It will be the IC's responsibility to ensure that company view is being driven through the RMs to the clients
- The portfolio counselor will aid and oversee clients to ensure that the portfolios are in line with the clients' profiles
- Train RMs on financial markets & new products
- The role would also require being in touch with the Training tips to give inputs on the related training requirements of RMs.
MBA/CA from Premier Institutes with 3-6 yrs experience in investment products sales from a reputed Banks.
Interested may send your profiles with current CTC details to: preambojan@gmail.com
