Business Group: Private Clients Group (PCG)
Purpose of the Job: The prime responsibility of the Advisory RM is to advise PCG customers on their overall investment portfolio. Advisory RMs would be mapped to one or more RMs and would handle the set of customers mapped to these RMs. Advisory RM would be required to advise customers on overall asset allocation at a portfolio level and recommend products which are suitable for the customers as per the customers profile so as to maximize the returns for the customer.
Grade: M2 - CMI-CMII
The objective of this job is to generate fee income by providing quality advice to customers on their investment portfolio. It shall include the following:
Generate fee income by advising customers on various investment products and services
Grow Assets under Advise (AUA) by advising customers on asset allocation at a portfolio level
Compliance with key regulatory and bank level requirements
To continuously track market trends and customer requirements and provide relevant feedback.