Z-3519 | Investment Counsellor (IC) – Wealth Sales

Industry : Other

Sub Department : General - Wealth Management

Department : Wealth Management

: Vidyanagari

: Mumbai

: India

: 10 - 13 p.a (INR Lacs)

: 8 - 9 Year

Job Preference :

Joining: Immediate / Early joiners preferred

Location - Mumbai

Job Description :

The purpose of this role is to guide and motivate the team of Investment Counsellor for delivering target revenue and balance sheet growth from portfolio under management of “banking & Insurance Primarily in Wealth Management (HNI/Wealth Management), Financial Planning Portfolio Management / Life Insurance/PMS/AIF Structured Products and banking services. The targets should be delivered using relationship management and tactical strategies to acquire new clients, deepen, cross sell, engagement of clients.

Job Description:

Manage the investment portfolios of Top UHNI/HNI Clients

Increase the branch AUM by third party Investment Products.

Support and Hand hold the RM’s for investment meetings and closures.

Maintain the investment MIS and reporting.

Help the Head of Wealth and Investments for Business MIS and Local Contests Designing & Promoting.

Coordinate with third Party AMCs team.

Qualification :

Skills :

Qualifications and Experience Requirement

Essential: Graduate or Post Graduate/ MBA AMFI / NISM , IRDA certified.

10 years+ Wealth Management (HNI/Wealth Management), Financial Planning Portfolio Management / Life Insurance/PMS/AIF Structured Products and banking services.

Product Respective to core domain expertise have Sound knowledge of Wealth , insurance OR business banking Products across Trade, Forex, CMS, Insurance, lending ( working capital / term loans ) Analytical Good analytical skills, ability to understand client needs and sell range of products. Environment Knowledge of competitive offering & keeps himself updated.

Behavioural Skills Key Skills Sales Management, strong interpersonal and communication skills- English & Vernacular. Exceptional leadership and team management skills. Ability to plan & deliver business goals. Experience in financial services- in depth knowledge of Wealth Management/Trade & Fx domain. Process Orientations, self-discipline to adhere to laid down processes. Possesses high integrity and professional values Has passion for selling and entrepreneurial orientation

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