Director & Portfolio Counsellor

About the role

Client Coverage – portfolios greater than 5 Cr Increase SCB wallet share by assisting to onboard high net worth customers Train frontline including WS on markets and product updates

What you'll do

• Work with various segments and review investment portfolio greater than INR 5 Cr
• Work on identified high potential clients for increasing the SCB wallet share
• Set direction and drive high performance by translating strategy into clear direction, aligning individual goals to team outcomes and providing regular
• Develop talent and capability through coaching and career conversations that build critical skills, stretch potential and prepare individuals for future opportunities

What you need

• Wealth management
• CFA
• Risk management
• Data analysis
• Chartered Accountant or CFA or M.Sc