Investment Counsellor Job in Gurgaon at Sharekhan Ltd

Direct Responsibilities:

• Ownership of the Asset Gathering Target of the location
• Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers.
• Increasing AUM of the location
• Penetration of existing client base for creating new investors in MF/Investments from existing client base
• Ensuring better client experience both by qualitative and quantitative interventions
• Assist in investment portfolio asset allocation of customers
• Portfolio Monitoring/Review
• Reallocation of portfolios as and when required for risk management or sales opportunities.
• Coach Asset RM and Business Development RM teams on latest products
• Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis
• Client Calls (along with RMs) to educate provide details and source investment in these products 
• Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same 
• Net large client growth (clients >50 lacs INR Assets)
• Product Activation – PMS / AIF

Technical & Behavioural Competencies

• Excellent knowledge about the diverse investment products and well updated with the market information
• Ability to co-ordinate with different teams
• Strong analytical skills to interpret business information
• Strong communication & written skills
• Fluency in local language is an added advantage
• Excellent interpersonal skills and team management skills
• Should be a good team leader
• Highly self –motivated
• Willingness to learn and adapt

Specific Qualifications:

• Graduate / Postgraduate or an MBA 
• Relevant NISM and other Certifications 
• 5 years plus work experience in the financial services industry 

BNP Paribas has over 160 years of presence in India and is active in 75 countries. Sharekhan has over 4000 employees and is present in 584 cities through 153 branches, more than 3040 business partners. The company has 19 lakh clients and on an average, executes more than 6 lakh trades per day. It was acquired by BNP Paribas in Nov’16.