Investment Counselor

Role & responsibilities

• Direct Responsibilities
• Ownership of the Asset Gathering Target of the location.
• Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers.
• Increasing AUM of the location.
• Penetration of existing client base for creating new investors in MF/Investments from existing client base.
• Ensuring better client experience both by qualitative and quantitative interventions.
• Assist in investment portfolio asset allocation of customers.
• Portfolio Monitoring/Review
• Reallocation of portfolios as and when required for risk management or sales opportunities.
• Coach Asset RM and Business Development RM teams on latest products.
• Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis.
• Client Calls (along with RMs) to educate provide details and source investment in these products.
• Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same.
• Net large client growth (clients >50 lacs INR Assets)
• Product Activation PMS / AIFs
• Excellent knowledge about the diverse investment products and well updated with the market information
• Ability to co-ordinate with different teams
• Strong analytical skills to interpret business information
• Strong communication & written skills
• Fluency in local language is an added advantage
• Excellent interpersonal skills and team management skills
• Should be a good team leader
• Highly self motivated
• Willingness to learn and adapt

Preferred candidate profile

• Graduate / Postgraduate or an MBA
• Relevant NISM and other Certifications
• 5 years plus work experience in the financial services industry