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Investment Counsellor
Huntsmen & Barons
Join the Huntsmen & Barons team as a Full Time Investment Counsellor on Erekrut, specializing in Investment Counsellor in the Banking & Financial Services industry. We are seeking talented individuals with a passion for Banking & Financial Services and educational qualifications ranging from 1-3 Years. Apply now on Erekrut to take the next step in your career with a leading global company.
15-25 Lakhs
1-3 Years
Kerala-Malappuram (+3)
Banking
Vacancies- 5Interested Candidates - 115Banking and FinanceCustomer HandlingMutual Fund Sales
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Investment Counsellor Screening Questions
Job role experience is required
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Job Description
Key Responsibilities:
Develop and maintain strong, trusted relationships with HNI/UHNI clients.
Understand clients' financial objectives, risk tolerance, and investment preferences to tailor personalized investment strategies/portfolios.
Provide ongoing communication and proactive updates to clients regarding portfolio performance, asset allocation and market developments to identify opportunities & risks.
Stay abreast of industry best practices, regulatory changes, and emerging investment trends to provide informed advice and innovative solutions to clients.
Acquire new clients (via references from existing clients & open market) and Increase engagement of existing clients by providing complete financial planning solutions & portfolio reviews.
Accountable to achieve annual targets on AUM & revenue in the respective geography. Aiming for consistent growth of customer wallet share and book size.
7. Participate in client meetings, presentations, and educational seminars to showcase the firm's capabilities and expertise.
