Scope of the Role
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.
Job Description
Ø Support the branch Relationship team to achieve the Wealth products target.
Ø Client meeting support with RMs for supporting their customers for financial planning and investment solutions.
Ø Handle the HNI Clients directly for the investment needs like MF, LI, Equity.etc.
Ø Responsible to increase the branch, Wealth AUM.
Ø Assist in the investment portfolio asset allocation of customers.
Ø Monitor specific portfolios (HNWIs / Corporates) .Reallocate these portfolios as and when requirement for risk management or sales opportunity comes up.
Ideal Candidates
Looking for candidates with Knowledge and sales experience on financial markets including debt, equity, mutual fund AMCs, etc. or in asset allocation and investment management of HNI customers.