Portfolio Management Specialist

Investment Counsellor - AVP / DVP Role

Opening for a Leading Bank - Looking for candidates from Banking Only

Kindly Share updated resume asap - Contact Person : Divya qcprofile@gmail.com

Wassup - 9137265848

Role Details :

• Grade : [SM / AVP / DVP]
• Maximum CTC : [11L - 30L]
• Location : [Lower Parel]
• Position : [2]

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.

B. Qualifications and Experience Requirement Qualifications Essential Graduate or Post Graduate / MBA AMFI / NISM, IRDA certified Experience Essential 10 years+ Wealth Management (HNI / Wealth Management), Financial Planning Portfolio Management / Life Insurance / PMS / AIF Structured Products and banking services C. Competency Requirements a. Functional Skills