Investment Counsellor

3 weeks ago

Mumbai, Maharashtra, India WENenterprenuer Full time

Role Overview:

We are seeking a high-caliber Investment Counsellor to lead and manage relationships with Ultra High Net Worth Individuals (UHNIs), Family Offices, and Private Wealth Platforms. This role is central to driving high-ticket fund raising across our real estate and alternative investment products. The ideal candidate should be deeply embedded within the wealth ecosystem, with a demonstrable ability to unlock capital through trusted relationships, strategic engagement, and solution-oriented advisory.

Key Responsibilities:

Investor Relationship Management

- Own and grow a network of UHNIs, Family Offices, and Single/Multi-Family Advisory Platforms.

- Leverage existing relationships to drive capital commitments across flagship funds and structured products.

- Cultivate long-term, trust-based investor relationships with deep understanding of client investment goals and risk appetite.

Fund Raise Execution

- Lead end-to-end fundraising lifecycle: origination, pitch and closure

Sales & Advisory

- Act as a strategic investment advisor-understand client goals, risk appetite, and investment timelines to align them with products- AIFs, structured products, and bespoke strategies.

- Simplify complex investment structures for clients and offer well-informed, research-backed advice to drive decision-making.

- Identify opportunities for cross-selling across our product suite to enhance client portfolios and wallet share.

New Business Development

- Actively participate in curated industry events, seminars, exhibitions, and private networking forums to build visibility and pipeline.

- Maintain a pulse on the market to identify emerging UHNI needs and tailor outreach accordingly.

Strategic Engagement

- Represent the platform in curated investor events, roundtables, webinars, and one-on-one engagements.

- Collaborate with wealth advisors and relationship managers at third-party wealth platforms

Client Servicing & Retention

- Act as a single point of contact for investor queries, investment performance communication, and relationship Proven Track Record: 7-10 years in Private Wealth, Family Office advisory, or Capital Markets.

- Networked: A warm book of active UHNI/Family Office relationships with deployment appetite in alternates or real assets.

- Client-First Mindset: High emotional intelligence, a solution-selling approach, and the ability to think from the investor's lens.

- Technically Sound: Familiarity with AIFs, RE funds, structured credit, and tax/regulatory frameworks.

- High Ownership: Ability to work independently, manage ambiguity, and own outcomes.

- Strategic Thinker: Brings insights from macro investing trends, wealth structuring

(ref:iimjobs.com)

  • High Salary: Investment Counsellor-mumbai,bangalore,chennai,ahmedabad,hyderabad,noida, Chandigarh Surat

    3 days ago

    Mumbai, Maharashtra, India Acura solutions Full time

    Job Purpose IDFC FIRST Bank is seeking a highly motivated and experienced Investment Portfolio Counsellor As a leading financial institution we are committed to providing our clients with the best investment solutions and services We are looking for a dynamic individual who is passionate about wealth management and has a strong understanding of the...

  • Academic Counsellor

    2 weeks ago

    Mumbai, Maharashtra, India Boston Institute of Analytics Full time

    Job Title: Academic Counsellor - CFA Program Location: Mumbai Industry: Education | CFA| Financial Certification | EdTech About the Role: Boston Institute of Analytics is seeking an experienced and persuasive Academic Counsellor to drive admissions for its flagship CFA (Chartered Financial Analyst) training program. You'll be the first point of contact...

  • Academic Counsellor

    1 week ago

    Mumbai, Maharashtra, India Boston Institute of Analytics Full time

    Job Title: Academic Counsellor - CFA Program Location: Mumbai Industry: Education | CFA| Financial Certification | EdTech About the Role: Boston Institute of Analytics is seeking an experienced and persuasive Academic Counsellor to drive admissions for its flagship CFA (Chartered Financial Analyst) training program. You'll be the first point of contact...

  • Portfolio Manager

    4 hours ago

    Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Unlock New Career OpportunitiesCareer Overview: We are seeking a highly motivated professional to join our team as an Investment Associate Vice President. In this role, you will be responsible for managing a portfolio of alternative investments, driving product penetration and adoption, and building strong relationships with fund managers and clients.Main...

  • Urgent Search Associate Vice President

    14 hours ago

    Mumbai, Maharashtra, India HSBC Full time

    Job DescriptionJob descriptionSome careers open more doors than others.If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...

  • Wealth Creation Counsellor

    3 days ago

    Mumbai, India Astrid the job consultant Full time

    Process : -Sales Gender Male/Female No. of Positions20 About Process: -He/she will be responsible to do counselling of interested customers over the phone and to suggest best Investment plans as per his/her financial requirements. He/she will be responsible to convert the interested customers into clients through doing proactively follow-ups and...

  • Chief Client Strategist

    4 days ago

    Mumbai, Bengaluru / Bangalore, Delhi, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,00,000

    Investment Counsellor RoleAs an Investment Counsellor, you will be instrumental in driving client engagement and revenue growth. Your role will involve strategizing with our team to identify opportunities for cross-selling and developing investment proposals that meet client needs.Key responsibilities include:Developing and executing strategic plans to...

  • Education Counsellor

    3 days ago

    Ghatkopar, Mumbai, Maharashtra, India Cynic Technologies Pvt. Ltd. Full time

    **Urgent Opening For Counsellor** Process: Operations Gender: Male / Female No. of Positions: 4 About Process: Develop and implement the marketing and outreach student recruitment strategies for each recruitment cycle in India. Develop and maintain a calendar of recruitment activities for each cycle, to include recruitment fairs, high schools and/ or...

  • Wealth Creation Counsellor

    11 hours ago

    Mumbai, India I Tech Solutions Full time

    Job Description / Responsibilities: 1. He/she will be responsible to do counselling of interested customers over the phone and to suggest best Investment plans as per his/her financial requirements. 2. He/she will be responsible to convert the interested customers into clients through doing proactively follow-ups and counselling 3. He/she will be...

  • International Sales

    3 days ago

    Mumbai, India QuantInsti Quantitative Learning Pvt Ltd. Full time

    **Position Summary**: We are in the process of expanding our team and are looking for an enthusiastic individual who brings their existing expertise to our expanding suite of products & services. **Responsibilities** - Identify new contacts within the database, from inbound leads, and outbound targets and effectively qualify prospects and assess the...

  • Social Worker

    3 days ago

    Andheri, Mumbai, Maharashtra, India The Akanksha Foundation Full time

    **Name of the Company**:The Akanksha Foundation. **About the company** :The Akanksha Foundation is non-profit organisation with the mission “to build one of the most innovative school networks that empowers children from low income communities to maximise their potential”. Akanksha currently serves 9800 children and 3500+ alumni, through its 26 schools...

  • Program Officer-counselling Pvwc Strategy

    3 days ago

    Dharavi, Mumbai, Maharashtra, India SNEHA Full time

    *** **OPENING FOR: PROGRAM OFFICER- COUNSELING **NAME OF THE PROGRAM: PREVENTION OF VOILENCE AGAINST WOMEN AND CHILDREN -** **STRATEGY & IMPLEMENTATION** **JOB LOCATION: DHARAVI **ABOUT THE PROGRAM** SNEHA’s Program on Prevention of Violence against Women and Children aims to develop high‐impact strategies for primary prevention, ensure survivors’...