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Investment Counsellor
ConfidentialBengaluru / Bangalore9 days ago
Job descriptionManage and grow banking and investment relationships with high-net-worth (HNI) clients, focusing on both liabilities and investment products. Identify new and existing client relationships with potential for incremental business growth. Meet sales targets across liabilities, retail assets, forex, cards, and fee-based investment offerings. Provide high-quality investment advisory and financial planning, including mutual funds, insurance products, and alternate investments, aiming to generate fee income. Deliver exceptional customer service and engagement through regular client communication, profiling, and customised advice. Ensure all sales and advisory activities are documented in accordance with the banks processes.
Skills Required
Budgeting, Sales, Investment Advisory, Financial Planning, Client Relationships
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Counsellor • Bengaluru / Bangalore
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