Investment Counsellor Sales Bank (7 14 Yrs) Delhi Ncr/delhi/noida/gurgaon/gurugram/faridabad/ghaziabad (bfsi Sales/marketing)
Job Description
- Building a focus towards investment X-sell among RM population & Building on Investment penetration of HNI clients- Moving towards an advisory model on wealth products for HNIs by offering structures across platforms including alternate products- Ensuring RM activation & focus on investment products. Going on Joint meetings to build volumes along with new to investment penetration of the portfolio- Ensuring 100%complaince of regulatory matters including EUIN & NISM within timelines- Training RMs & building knowledge levels through training /workshops/in coordination with partner teams - Overall building on AUM by growing investment book of the bank and ensuring one stop platform for managing client investments across wealth products/platforms- Inculcating client risk profiling before reviewing client portfolios & making recommendations and ensuring portfolio rebalancing basis needs of client (ref:updazz.com)
updazz .com
MNCJobsIndia.com will not be responsible for any payment made to a third-party. All Terms of Use are applicable.
Related Jobs
Job Detail
-
Job IdJD3096970
-
IndustryNot mentioned
-
Total Positions1
-
Job Type:Full Time
-
Salary:Not mentioned
-
Employment StatusPermanent
-
Job LocationIndia, India
-
EducationNot mentioned
-
ExperienceYear