Certified Financial Planner

Role & Responsibilities

1. Manage the investment Portfolio of HNI/UHNI Clients in collaboration with Relationship Managers.
2. Analyze investment products and determine which product is appropriate for the clients
3. Responsible to increase the Branch AUM
4. Support and handhold Relationship managers in joint calls
5. Maintain MIS and drive business across mapped branches
6. Coordinate with Banks and ensure compliance while distributing the products
7. Train new RMs on Products and Markets
8. Ownership of investment targets assigned to mapped branches
9. Portfolio monitoring , rebalancing, and reviews.
10. Strong consultative, negotiation and problem-solving skills to identify and address issues.
11. Proven ability to succeed in a target/KPI driven environment