About the opportunity
Job Overview
<p style="font-size:medium;font-family:Calibri, sans-serif;"><span style="font-size:10.5pt;">Investment Counselor is responsible for the overall wealth business of the branch. IC will be acting as a support function for the Wealth RMs of the branch to meet their investment products KRA which include Equity, MF, Insurance and other wealth management products. Handle the investment side of the HNI Clients mapped with the branch as well.</span></p> <p style="font-size:medium;font-family:Calibri, sans-serif;color:rgb(0,0,0);font-style:normal;font-weight:400;text-decoration:none;"><span style="font-size:10.5pt;color:#000000;"> </span></p>
<p><span style="font-size:10.5pt;font-family:Wingdings;color:#000000;"><span>Ø<span style="font:7pt 'Times New Roman';"> </span></span></span><span style="font-size:10.5pt;color:#000000;">Support the branch Relationship team to achieve the Wealth products target.</span></p>
<p><span style="font-size:10.5pt;font-family:Wingdings;color:#000000;"><span>Ø<span style="font:7pt 'Times New Roman';"> </span></span></span><span style="font-size:10.5pt;color:#000000;">Client meeting support with RMs for supporting their customers for financial planning and investment solutions.</span></p>
<p><span style="font-size:10.5pt;font-family:Wingdings;color:#000000;"><span>Ø<span style="font:7pt 'Times New Roman';"> </span></span></span><span style="font-size:10.5pt;color:#000000;">Handle the HNI Clients directly for the investment needs like MF, LI, Equity.etc.</span></p>
<p><span style="font-size:10.5pt;font-family:Wingdings;color:#000000;"><span>Ø<span style="font:7pt 'Times New Roman';"> </span></span></span><span style="font-size:10.5pt;color:#000000;">Responsible to increase the branch, Wealth AUM.</span></p>
<p><span style="font-size:10.5pt;font-family:Wingdings;color:#000000;"><span>Ø<span style="font:7pt 'Times New Roman';"> </span></span></span><span style="font-size:10.5pt;color:#000000;">Assist in the investment portfolio asset allocation of customers</span>.</p>
<p><span style="font-size:10.5pt;font-family:Wingdings;color:#000000;"><span>Ø<span style="font:7pt 'Times New Roman';"> </span></span></span><span style="font-size:10.5pt;color:#000000;">Monitor specific portfolios (HNWIs / Corporates) .Reallocate these portfolios as and when requirement for risk management or sales opportunity comes up.</span></p>
<p style="font-size:medium;"><span style="font-size:10.5pt;"> </span></p> <p><span style="font-size:10.5pt;color:#000000;">Looking for candidates with Knowledge and sales experience </span><span style="font-size:10.5pt;color:#000000;">on financial markets including debt, equity, mutual fund AMCs, etc. or in asset allocation and investment management of HNI customers. <span> </span></span></p>
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