Designation:Investment Counselor - Wealth Management
Company Name:Leading Investment bank
Key Skills: #Banking #BFSI Sales #Wealth Management #Private Banking
Sector: Banking,Financial services,Insurance
Industry Vertical: InvestmentBanking
Functional Area: Wealth Management
Experience: 03-15yrs
CTC: -Lacs
Location: Ahmedabad,Bengaluru/Banglore,Chennai,Delhi,Gurgoan,Hyderabad/Secunderabad,Kolkata,Mumbai,Pune,
Job Posted on: 22-03-2016
Prefered Level: Middle
Job code: IC
Job Description:
Assisting the Relationship Manager in providing expert opinion regarding investments Work closely with RMs for creation and implementation of their financial plans Research and investigate new investment opportunities to determine relevance for clients Counselling the customers on the right investment products based on their needs and improving customer s understanding of complex and structured products. Answer clients questions about the purposes and details of financial plans and strategies referred to by RMs Research / create house view on investment products and market. Coaching and regularly updating the RM team on latest developments and investment products Do a Financial Needs Analysis and Risk Profiling for the customers in the portfolio. Periodic Portfolio reviews for all customers
Company Profile:
Leading Investment Bank
Additional mail id:
Contact Details:
Company:Technohr consultants
Contact Person:namratha
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