Senior Career Consultant at Team Lease Limited
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Investment Counselor - Wealth Management - NBFC (4-9 yrs)
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
Salary: INR 9,00,000 - 13,00,000 P.A.
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