Investment Counsellor - Branch Banking-BRANCH BANKING-Regional sales - Chandigarh

Job Description

JOB DESCRIPTION

ROLE:Investment Specialist - Branch Banking - Sales

SEGMENT: CONSUMER BANK

LOCATION:

JOBDESCRIPTION

• 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 newrelations / customers.
• Drive sales of financial products to suitable client portfolios

• 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