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Investment Counsellor - A Leading stock broking firm

Investment Counsellor - A Leading stock broking firm

Brokingcareer In

2 - 7 years

6 - 12 Lacs

Noida Kolkata New Delhi Hyderabad Ahmedabad Gurugram Rajkot Surat Vadodara

Posted:1 month ago| Platform:

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Skills Required

Wealth management revenue generation private wealth wealth hni HNI SALES Portfolio Management Financial Services Client Acquisition investment HNI Acquisition Financial Advisory broking structure product investment advisor pms aum investment Portfolio aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

The role would require to train, enable and influence branch team to sell investment products– MF, PMS, AIF, PE and SP. Doing joint meetings with HNI customers of branch teams for cross sell Required Candidate profile Enable and influence branch teams to cross sell the investment products Help branch team achieve their cross sell targets.

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Investment Counsellor - A Leading stock broking firm