Zonal Investment Counsellor - Delhi
DelhiFull-timeJunior levelPosted 3 months ago
Banking role at Aditya Birla Group in Delhi. Needs a degree.
About the role
Zonal Investment Counsellor is a specialist role who will partner with the sales team to upgrade and leverage business from the key customer segments. Some of the important deliverables for the role are as follows: Product specialist for each zone – one stop for all product related pitches and queries
What you'll do
- Provide Investment Advise-Offer tailored investment strategies based on customers financial goals
- Support Business Development-Identify opportunities to expand alternatives & passives strategies
- Collaborate with Internal Teams-work with analytics and relationship managers, channel heads to deliver holistic solutions
- Conduct Training Sessions and Huddles for internal Sales Teams and distributors to upgrade knowledge on products
What you need
- Sales
- Business development
- Performance management