Investment Consultant

Quotient Consultancy
  • Kolkata, Mumbai
  • 12-15 lakh
  • 4-9 years
  • Views
  • 03 Mar 2017

  • Sales/ Business Development/ Account Management

  • Banking - Retail
Job Description

Act with integrity and honesty in all dealings with customers and be a good steward of their interests. Act with integrity and honesty in fulfilling the responsibilities of the employment and seek to avoid any acts, omissions or business practices that damage the reputation of the organization.
Attain and actively maintain a level of professional competence appropriate to the responsibilities of a WS and commit to the continued learning and development of others.

Build the Investment Services (IS) business so as to achieve leadership position in the region.
Drive the Investments business through the segment/channel teams.
Constantly update the segment/channels on the markets and our house views.
Coach the RMs on the various investment products and processes.
Periodic review of product performance availed of by the customers through us.
Provide inputs to customers / RM's on products / transactions
Build and deepen relationships with internal stakeholders.
Ensure customers and the various Segments view IS as a value proposition.
Manage product providers at a local level.

Optimally use the sales model and maximize sales and AUMs from the allocated territories.

Suggest innovative products and product bundles to the product team based on market/customer needs.

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.

Proven track record in distribution/ referral of mutual funds and complex investment products
Good understanding of the dynamics of the financial services market, financial markets and specialist knowledge of investment products like mutual funds, portfolio management services, structured products, and alternate investment products like private equity funds.

Competencies/Skill sets for this job

Investment Sales Distribution Management Portfolio

Job Posted By

Amogha .

About Organisation

Quotient Consultancy