01Overview
Job Description:
Train assigned branch teams on investment products - MF, PMS, AIF, PE and SPs.
Enable and influence branch teams to cross sell the investment products
Joint meetings with HNI customers of branch teams
Help branch team achieve their cross sell targets.
Periodic review of clients portfolio to ensure that they are in line with clients investment objectives
Desired Profile / Criteria / Skills :
Educational Qualifications: Post Graduation
Experience: 5+ Years in handling the investment products as product manager/investment counsellor/wealth Manager/Relationship Manager.
Excellent communication, presentation and relationship management skills.
Preferred industry back ground: Wealth Management, Banking, Investment Counselling
Domain Knowledge: Wealth Management, capital markets, Investment Products .
