Investment Counselor / Wealth Specialist - For AMC
- Avani
- 5 - 10 years
- Bengaluru
- 8 months ago
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Job Description
Responsible to enable sales by leveraging product knowledge and supporting the sales team. Primarily responsible for conducting product trainings and knowledge sessions for internal employees and distributors and achieving product level targets for the assigned Region. To be the Single point of contact for all Product related queries in the Region
Key Accountabilities
1) Responsible for Concept Selling across the region, leveraging customer relationships
2) Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda
3) To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language (Common Pitch)
4) To conduct Regular Huddles/Conference Calls / Meetings and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital market
5) To work with Sales Team in increasing spread and product Mix
6) Providing critical ground Feedback for enhancing business activities, any other feedback pertaining to branch/ distribution/ team/Customer Service etc gathered during branch visit
7) Support to create simpler communication on Focused Products along with Product team
8) Give market feedback to Investments on Competition Products Positioning and Product sales in market
9) Feedback to Investments team on queries on Funds/Products
10) Accompany Sales RM in key customer meetings and closely manage Key Family Offices/UHNIs in the respective region
Pls share resume on ut**m@av************g.com
Contact - 9949101***
Job Classification
Industry: Financial Services (Asset Management)Functional Area / Department: BFSI, Investments & Trading, Role Category: Trading, Asset & Wealth ManagementRole: Investment AdvisorEmployement Type: Full timeContact Details:
Company: Avani Consulting.Location(s): Bengaluru
Keyskills: NISM wealth Cfa Level 1 HNI Retail Sales Portfolio Management IFA mutual fund xxi investment Private Client Group nism 21 CFP Certified Financial Planner Amfi bank PCG PMS investment counselor high net worth branch manager Asset Management Investment Products CFA
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