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Hiring for Investment Counselor - Wealth Management - NBFC - Chennai in Chennai | Counselor in Soc1

This listing was posted on Chennai Classic.com.

Hiring for Investment Counselor - Wealth Management - NBFC - Chennai in Chennai

Location:
Chennai Job
Description:

Job Description: Dear Candidate, We have an excellent job opportunity for a Wealth Investment counselor role for a leading financial firm in Chennai. CTC: Max 13 lacs Job Responsibilities: To lead, grow, develop and manage the Investment Services business in the Region. Responsible for the overall investment revenue targets Providing product support, training and overall development of Relationship Mangers channel and personal Banking channel Providing training and orientation of investment business to all the new joinees, RM channel and Operations channel Product range includes Mutual Funds, PMS, Structured products and Private equity. Portfolio Management/Investment Advisory for HNW customers with minimum invest able surplus of Rs 1 Crore. Portfolio tracking and rebalancing according to market conditions. Constant review and monitoring of customer portfolios Build and deepen relationships with internal stakeholders. Maximize business performance opportunity. Maximize AUM. Ensure the stringent adherence to sales and operational processes Ensure acceptance among all stakeholders. Integrate into the Premium Segment set up in the allocated branches Interested candidates can call me at 893959XXXX or share your cvs at [email protected] tags: 7 To apply for this job Click here http://spanjobs.com/india/jobs/83159381 ยป
Industry:
Accounting & Finance
Posted:
October 30 2021 on Chennai Classic.com
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