Investment Counselor

Role & responsibilities :

• Ownership of the Asset Gathering Target of the location
• 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 >50 lacs INR Assets)
• Product Activation PMS / AIF