Investment Councilor

Finance Mumbai _Mumbai_ June 14, 2023 - June 14, 2024 Wealth Management

**Job Overview**:

- **Office Location (Area) **Mumbai
- **Salary Offer **5 - 8 LPA
- **Course Type **Full Time
- **Min Required Experience (Years) **2
- **Max Required Experience (Years) **4

**Profile - Investment Councilor**

**Role**: Investment Councilor

**Position Title**: Assistant Manager

**Reports to**: AVP Investments

**Role Context**:.
- Know the basics of investible asset classes with focus on equity and able to draw comparative analysis to develop investment models on the same. Thus, driving the Investment business by working closely with RMs to effectively pitch for new business by showcasing various third party and proprietary solution offerings to existing / potential new clients.
- Analyze and prepare client portfolios and assist them in the portfolio construction / review process by working with product team to achieve their financial objectives as per client suitability and risk profile.
- Study market trends & product(s) performance, collate research reports, update, and train the Sales team on day-to-day investment related information, investment ideas, new product updates etc.
- Provide updates and recommendations to RMs and clients on portfolios. Thus, managing all relationships with internal and external stakeholders.
- Managing deliverables while servicing all ad-hoc queries and requests.
- Ensure adherence to Client & Products Suitability policy, regulatory standards, and requirements as well as all operating processes relating to the front office.

**Qualification**
- Minimum Graduate with 1-3 years of relevant experience preferred. An educational background in Finance will be an advantage.
- Proficiency in ACE Equity/MF, MS-Office, etc. with strong analytical skills and financial modelling ability.
- Knowledge of relevant regulations pertaining to investment business.

**Skills, Abilities and Personality Traits**
- Proven leadership abilities, high degree of integrity with strong work ethic; thus, working in a self-managed, entrepreneurial environment.
- Strong organizational and time management skills to effectively manage multiple investment mandates.
- Excellent interpersonal and communication skills while managing clients.
- Demonstrate ability to work with a structured approach towards defined investment process.
- Ability to develop and maintain professional relationships.