Regional Investment Counselor

Krehsst Recruitment Solutions
  • Bangalore, Chennai, Hyderabad
  • Confidential
  • 7-12 years
  • 812 Views
  • 15 Jul 2016
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  • Sales/ Business Development/ Account Management, Investments

  • Financial Services/ Capital Markets, Investment Banking, Banking - Retail
Job Description

* Deliver the Wealth Management Fee Plan across Investments & Insurance for the Affluent segment for their regions.

* Deliver the target growth in Assets Under Management (AUM) for the Affluent segment for their regions.

* Drive portfolio actions across each parameter including financials, ARM productivity, ARM activity levels, activation of inactive clients & net sales for their regions.

* Ensure implementation and review of all control parameters for the Affluent segment for their regions.

* Monitor trends on sales across branches/circles and work with them to consistently improve performance.

* Work with the teams on managing large, sensitive and critical relationships to ensure growth in their TRVs and share of wallet.

* Work with the BDE team to devise strategies to acquire relationships both in terms of size and quality using the wealth management platform.

* Ensure increase in knowledge and awareness levels across their regions by sharing market trends, dynamics and product knowledge across their regions"

Knowledge on capital markets & investments/insurance products, client engagement skills, team management skills, ability to influence and participate

Candidates having banking experience will be preferred


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Krehsst Recruitment Solutions