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Sr Investment Counsellor SOUTH MUMBAI AVP / DVP - Leading Bank

Sr Investment Counsellor SOUTH MUMBAI AVP / DVP - Leading Bank

BankMumbai, India
6 days ago
Job description

Investment Counsellor - AVP / DVP Role

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

Kindly Share updated resume asap - Contact Person : Divya

Wassup -

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

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Counsellor • Mumbai, India