{"id":50909,"date":"2025-03-13T23:59:56","date_gmt":"2025-03-13T23:59:56","guid":{"rendered":"https:\/\/www.whitehattoolbox.com\/jobs\/investment-counsellor-branch-banking-branch-banking-regional-sales\/"},"modified":"2025-03-13T23:59:56","modified_gmt":"2025-03-13T23:59:56","slug":"investment-counsellor-branch-banking-branch-banking-regional-sales","status":"publish","type":"post","link":"https:\/\/www.whitehattoolbox.com\/jobs\/investment-counsellor-branch-banking-branch-banking-regional-sales\/","title":{"rendered":"Investment Counsellor &#8211; Branch Banking-BRANCH BANKING-Regional sales"},"content":{"rendered":"<p><b>Job Description:<\/b><span class=\"br\"><\/span><b>JOB DESCRIPTION<\/b><span class=\"br\"><\/span>ROLE: Investment Specialist &#8211; Branch Banking &#8211; Sales<span class=\"br\"><\/span>Grade: M1 &#8211; Associate Vice President (M5) \/ Deputy Vice President (M6)<span class=\"br\"><\/span>FUNCTION: Branch Banking-Sales<span class=\"br\"><\/span>SEGMENT: CONSUMER BANK<span class=\"br\"><\/span><b>LOCATION:<\/b><span class=\"br\"><\/span><b>JOB DESCRIPTION<\/b><span class=\"br\"><\/span><b>Job Role<\/b><\/p>\n<ul>\n<li>Manage financial planning of HNI clients, identify their needs and provide them with suitable products and asset allocation.<\/li>\n<li>Detailed Performance analysis of client portfolios and periodical review the portfolio<\/li>\n<li>Build and deepen relationships with existing HNI clients to achieve increase in share of wallet.<\/li>\n<li>Assist RM in acquiring new relations \/ customers.<\/li>\n<li>Drive sales of financial products to suitable client portfolios<\/li>\n<\/ul>\n<p><b>Job Requirements<\/b><\/p>\n<ul>\n<li>6-8 years of experience in financial &#038; banking industry with relevant experience in investments<\/li>\n<li>High understanding of investment ideas across equity, fixed income and Alternates from a client suitability point of view<\/li>\n<li>High understanding of investment products<\/li>\n<li>Ability to initiate and hold interactions with HNI Clients and deepen the relationships.<\/li>\n<\/ul>\n<p> PERSONALITY TRAITS &#038; REQUIRED SKILLS: <\/p>\n<ul>\n<li>Should have the business acumen to spot the opportunities and make a business case to penetrate the market by preparing catchment specific strategy<\/li>\n<li>Ability to engage with various channels across Consumer Bank and leave a positive impact in every interaction<\/li>\n<li>Must be an effective communicator. Need to have good articulation skills<\/li>\n<li>Blend of Service and Sales orientation<\/li>\n<li>Min. 5-7 Year of Relevant Experience.<\/li>\n<li>Should possess good analytical &#038; presentation skills.<\/li>\n<\/ul>\n<p><b>QUALIFICATION:<\/b><\/p>\n<ul>\n<li>Graduation &#8211; Compulsory<\/li>\n<li>MBA \/ PG &#8211; Preferred<\/li>\n<li>AMFI \/ IRDA Certification &#8211; Mandatory<\/li>\n<\/ul>\n<p><center><b><a rel=\"nofollow noopener\" href=\"https:\/\/www.careerjet.co.in\/jobad\/in066bb9b604239c10cdfa3357a6874c71?affid=0852fd5db5a52cbcd75bf945aa534932\" class=\"button purchase\" target=\"_blank\">Apply Now<\/a> <\/b><\/center><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Job Description: JOB DESCRIPTION ROLE: Investment Specialist &#8211; Branch Banking &#8211; Sales Grade: M1 &#8211; Associate Vice President (M5) \/ Deputy Vice President (M6) FUNCTION: Branch Banking-Sales SEGMENT: CONSUMER BANK LOCATION: JOB DESCRIPTION Job Role Manage financial planning of HNI clients, identify their needs and provide them with suitable products and asset allocation. Detailed Performance<\/p>\n","protected":false},"author":1,"featured_media":50910,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"jetpack_post_was_ever_published":false},"categories":[15,24],"tags":[],"class_list":["post-50909","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-jobs-in-india","category-mba-jobs"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/www.whitehattoolbox.com\/jobs\/wp-content\/uploads\/2025\/03\/50909-investment-counsellor-branch-banking-branch-banking-regional-sales.png?fit=1306%2C840&ssl=1","jetpack-related-posts":[{"id":101604,"url":"https:\/\/www.whitehattoolbox.com\/jobs\/acquisition-manager-business-banking-rl-sales-sales-4\/","url_meta":{"origin":50909,"position":0},"title":"Acquisition Manager-Business Banking-RL SALES-Sales","author":"Admin","date":"August 4, 2025","format":false,"excerpt":"Job Category: KMBL Degree Level: Bachelor's Degree Job Description: Acquisition Manager-RL SALES-Sales JOB DESCRIPTION Job Role: \u2022 Enhancement of Deposit pool from Customers \u2022 Establishing standards and delivery of service \u2022 Sale of non-deposit products. 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