Work Level: Individual
Core: Communication Skills, Problem Solving, Networking, Team Player
Leadership: Building Work Relationships, Influencing, Responsive
Industry Type: Investment Banking/Venture Capital/Private Equity
Function: Investment Advisor
Key Skills: Alternate Investment Fund,Investment Advisor,Investment Counseller,Investment Counsellor,Portfolio Management,PMS,AIF,Team Management,Team Support & Assistance
Education: PG/ Master
Note: This is a requirement for one of the Workassist Hiring Partner.
Roles & Responsibilities
- Ownership of the Asset Gathering Target of the Zone & assigned territory
- Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers.
- Increasing AUM of the location
- Penetration of existing client base for creating new investors in MF/Investments from existing client base
- Ensuring better client experience both by qualitative and quantitative interventions
- Assist in investment portfolio asset allocation of customers
- Portfolio Monitoring/Review
- Reallocation of portfolios as and when required for risk management or sales opportunities.
- Coach Asset RM and Business Development RM teams on latest products
- Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis
- Client Calls (along with RMs) to educate provide details and source investment in these products
- Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same
- Net large client growth (clients & gt;50 lacs INR Assets)
- Product Activation – PMS / AIF
Company Description
Workassist is an online recruitment and employment solution providing a platform in India. We connect job seekers with relevant profiles to employers and offer a wide range of job opportunities across different industries and levels of experience. Our e-recruitment technology enables us to quickly adapt to the new normal and assist both job seekers and employers in finding the right match.
We work with more than 10,000+ recruiters from sectors such as Banking & Finance, Consulting, Sales & Marketing, HR, IT, Operations, and legal to help them recruit great emerging talents. Our goal is to enhance the job seeking experience and provide the best opportunities for job seekers and the best talent for employers from all over the world.
For a seamless job search experience, please visit: https://bit.ly/3QBfBU2.
(Note: There are many more opportunities apart from this on the portal. Depending on the skills, you can apply for them as well).
So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, don't hesitate to apply today. We are waiting for you!
Skills Required
Aif, Portfolio Management, Team Management, Investment Advisor, Pms