Investment Advisor @ ICICI Bank

Job Description

• Understand clientrisk and return profile, identify investment opportunities, provide suitablesolutions and ensure periodic investment portfolio review.
• Keep abreast withdevelopments in global markets, investment products and opportunities
• Liaise with centralresearch / advisory / product teams / business divisions for identifyingopportunities to cater to clients requirements.
• Act as an RM incircumstances where the RM is unable attend to the clients. Assist RM inacquiring clients.
• Share with theclient or prospective client house views on various asset classes;and explainthe rationale
• Fee incomegeneration through constant interactions with Relationship Manager and Client.
• Competition mapping and augmenting new product development
• Showcase investmentproducts to clients which may be of interest for them or which are on theapproved list;
• Explaining keyrisks and other features of products in which the client wishes to invest andupdating the client on the same post sales;
• Assist the clientin aligning his investments as per his needs and risk appetite in line withdynamic asset allocation;
• AMFI and IRDA certificationand registration for marketing mutual fund and insurance products in additionto NISM Advisor certification (I II).

EducationalQualification:

• Graduate and Post graduate with 4 to 10years of work experience