Investment Counsellor - Branch Banking-BRANCH BANKING-Regional sales

JOB DESCRIPTION

ROLE: Investment Specialist – Branch Banking  - Sales

Grade: M1 – Associate Vice President (M5) / Deputy Vice President (M6)

FUNCTION: Branch Banking-Sales

SEGMENT: CONSUMER BANK

 

LOCATION: 

 

JOB DESCRIPTION

Job Role
•    Manage financial planning of HNI clients, identify their needs and provide them with suitable products and asset allocation.
•    Detailed Performance analysis of client portfolios and periodical review the portfolio
•    Build and deepen relationships with existing HNI clients to achieve increase in share of wallet.
•    Assist RM in acquiring new relations / customers.
•    Drive sales of financial products to suitable client portfolios

 

Job Requirements
•    6-8 years of experience in financial & banking industry with relevant experience in investments
•    High understanding of investment ideas across equity, fixed income and Alternates from a client suitability point of view
•    High understanding of investment products
•    Ability to initiate and hold interactions with HNI Clients and deepen the relationships.

 

 

PERSONALITY TRAITS & REQUIRED SKILLS: 

• Should have the business acumen to spot the opportunities and make a business case to penetrate the market by preparing catchment specific strategy 
• Ability to engage with various channels across Consumer Bank and leave a positive impact in every interaction 
• Must be an effective communicator. Need to have good articulation skills 
• Blend of Service and Sales orientation
• Min. 5-7 Year of Relevant Experience.
• Should possess good analytical & presentation skills.

 

 

QUALIFICATION: 

• Graduation – Compulsory
• MBA / PG – Preferred
• AMFI / IRDA Certification - Mandatory

 

 

Experience Level

Senior Level