Investment Counsellor
Year Bengaluru, Karnataka, India
Job Description
Have an opening for below mentioned role with Leading Securities
Job Location: Bangalore
Job Title: Investment Counsellor
- Driving MF/PMS/AIF business through Relationship Managers ,doing portfolio reviews
- Facilitating growth of MF/PMS/AIF Asset under Management
- Training and development of Relationship Managers & Dealers
- Ensuring the availability of support system like training, joint calls new product information to achieve the results.
- Manage & Discuss customer financial needs, counsel them on asset allocation, diversification and taxation.
- Optimally use the sales model & maximize sales and AUM from the region.
- Review & Monitor portfolios in order to maintain the desired assets allocation with an equal focus on risk reduction.
- Formulation of various strategies to enhance the wealth business in the region.
- Provide input & support for the development of the new business initiative and product enhancement.
- Appropriately assess risk when business decision are made & demonstrating particular consideration for the firms reputation
IF INTERESTED, Pl apply with updated CV on sakina@topgearconsultants.com for more company details. Pl share your resume, Mentioning BELOW DETAILS. 1. Current CTC 2. Expected CTC 3. Notice Period
Regards, Sakina.P Visit us at www.topgearconsultants.com
Role:Investment Banking Associate
Salary: Not Disclosed by Recruiter
Industry:Banking
Functional AreaBFSI, Investments & Trading
Role CategoryInvestment Banking, Private Equity & VC
Employment Type:Full Time, Permanent
Key Skills
Mutual FundsPortfoliosales
PMSMFAIF Skills highlighted with ‘‘ are preferred keyskills
Education
PG:MBA/PGDM in Any Specialization
Company Profile
TopGear Consultants Pvt Ltd.
Leading Client of TopGear Consultants Pvt.Ltd
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Job Detail
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Job IdJD2877521
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationBengaluru, Karnataka, India
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EducationNot mentioned
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ExperienceYear