Investment Counsellor

Job Description -

- Own the business performance of the region in terms of revenue, market share both in terms of NCA & increased AUM.
- Working closely with Relationship Managers and clients, providing advice on investments.
- Providing clients with specialist investment advice, constructing and managing their strategic asset allocation and tactical portfolios
- Continually seeking to enhance investment platforms in line with evolving market development
- Creating value for the clients across asset classes and managing portfolios
- Driving of strategic and tactical allocation strategies along with Research & Product team - Advisory desk would play pivotal role in product / asset allocation strategies for clients, based on investment views and client's investment needs.
- Responsible for training / educating / coaching and upskilling all colleagues on market and product knowledge
- Coordinating with all AMC / 3rd party Fund Managers and being the interface
- Organizing and conducting event for clients and colleagues with fund manager

Key Skills -

• Market knowledge – Ability to engage with the customer on views on markets in general including outlook on equity markets, interest rates, inflation etc.

• Specialized product knowledge – Have a specialized product knowledge about various investment products available in the market including:

• Client facing experience and strong analytical skills

• Strong communication skills, with the ability to build relationships with both internal and external clients.

Experience -

12 -18 years of relevant experience

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