15h Left Investment Counsellor

1 day ago


Mumbai, Maharashtra, India Growthfiniti Wealth Pvt Ltd Full time
Investment Counsellor

Location: Mumbai

Department: Wealth Management / Financial Services

Reports To: Head-Asset Allocation

Position Overview:

The Investment Counsellor plays a crucial role in providing personalized investment aand financial planning services to clients. This position involves assessing clients' financial needs, developing tailored investment strategies, and ensuring that their investment portfolios align with their long-term goals. The Investment Counsellor must have a strong understanding of financial markets, investment products, and client relationship management.

Key Responsibilities:

1. Client Consultation and Relationship Management:

- Conduct comprehensive consultations with clients to understand their financial goals, risk tolerance, investment preferences, and time horizons.

- Develop and maintain strong relationships with clients, serving as their primary point of contact for investment-related inquiries and advice.

- Regularly review and update clients' investment portfolios to ensure alignment with their evolving financial goals and market conditions.

2. Investment Strategy Development:

- Create customized investment strategies and asset allocation plans based on clients' objectives, risk profiles, and financial situations.

- Utilize financial modelling and forecasting tools to analyse investment opportunities and recommend appropriate investment products.

- Stay informed about market trends, economic conditions, and investment products to provide up-to-date and relevant advice.

3. Portfolio Management:

- Oversee clients' investment portfolios, including monitoring performance, rebalancing, and making adjustments as necessary.

4. Compliance and Reporting:

- Ensure all investment recommendations and transactions comply with regulatory requirements and firm policies.

- Prepare and present regular performance reports and updates to clients, including performance metrics, market insights, and portfolio changes.

- Maintain accurate and detailed records of client interactions, transactions, and portfolio changes.

5. Client Education and Communication:

- Educate clients on investment concepts, market trends, and financial planning strategies to help them make informed decisions.

- Provide clear and timely communication regarding investment performance, market developments, and potential impacts on clients' portfolios.

- Organize and lead client seminars, workshops, and informational sessions on relevant investment topics.

6. Collaboration and Teamwork:

- Work closely with other financial professionals, such as financial planners, tax advisors, and estate planners, to provide comprehensive wealth management solution.

- Participate in team meetings and contribute to the development of investment strategies and best practices.

- Assist in mentoring and training junior staff or new team members as needed.

Qualifications:

- Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field. Master's degree or professional certification (e.g., CFA, CFP) preferred.

- Experience: Minimum of 3-5 years of experience in investment management, financial planning, or a related field.

- Skills:

- Strong analytical and problem-solving skills with a deep understanding of financial markets and investment products.

- Excellent interpersonal and communication skills, with the ability to build and maintain strong client relationships.

- Proficiency in financial software, portfolio management systems, and Microsoft Office Suite (Excel, PowerPoint, Word).

- High level of attention to detail and accuracy in financial analysis and reporting.

- Personal Attributes: Integrity, professionalism, and a client-centric approach. Ability to handle confidential information with discretion.

  • Mumbai, Maharashtra, India Growthfiniti Wealth Pvt Ltd Full time

    Job DescriptionInvestment CounsellorLocation: MumbaiDepartment: Wealth Management / Financial ServicesReports To: Head-Asset AllocationPosition Overview:The Investment Counsellor plays a crucial role in providing personalized investment aand financial planning services to clients. This position involves assessing clients&apos financial needs, developing...

  • Investment Counsellor

    4 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...


  • Mumbai, Maharashtra, India Tashi Advisors Full time

    We're Hiring: Upgrade - Senior Admission Counsellor – Study Abroad Locations: Mumbai Moral Working Days: Monday – Saturday Timings: 10:30 AM – 8:30 PMDo you have a passion for guiding students toward global education opportunities? We're looking for Senior Admission Counsellors who can counsel students and parents face-to-face, helping them choose the...


  • Mumbai, Maharashtra, India Cedar-IBSi Capital Full time

    Role/Designation: Associate, Investments TeamLocation: MumbaiReports to: Associate Partner & Founder & Managing PartnerAbout Cedar - IBSi Capital:Cedar-IBSi Capital is the region's leading early-stage FinTech venture capital fund, primarily focused on B2B FinTech and Financial Services-Infrastructure companies. The $20-25mn fund has achieved a First Close...


  • 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...

  • 15h Left Products

    3 days ago


    Mumbai, Maharashtra, India Equirus Full time

    Job DescriptionRole Title: Products & ResearchQualification: CA / CFA Charter holder / MBA from a reputed Institute / UniversityExperience: 6-12 years of experience in Wealth management/Asset management/Research Macro Analysis domain.Roles and Responsibilities:- Institutionalizing the Advisory framework - identifying global macro trends and impact thereof on...

  • Executive Position

    2 days ago


    Mumbai, Maharashtra, India beBeeManagement Full time ₹ 8,00,000 - ₹ 18,00,000

    Job Title: 15h Left ManagerJob Description:About Our CompanyWe are a leading payments solutions provider in India, enabling businesses to collect payments and make payouts via various methods with a simple integration.Our products offer an advanced and easy way to integrate payment gateway, split payment solution for marketplaces, bank account verification...


  • Mumbai, Maharashtra, India beBeeInvestment Full time US$ 10,00,000 - US$ 20,00,000

    Job ProfileMorgan Stanley provides a wide range of investment banking, securities and wealth management services.Division OverviewThe Institutional Equity Division is a world leader in the origination, distribution and trading of equity and equity-derivative securities.Key ResponsibilitiesOriginate, distribute and trade equity and equity-linked...


  • Mumbai, Maharashtra, India Intellectual Capital HR Consulting Pvt. Ltd. Full time

    We're seeking a Senior Technical Analyst to join team on the buy-side. In this role, you'll be instrumental in generating alpha and guiding profitable investment decisions by identifying, researching, and recommending investments. You'll accomplish this by conducting in-depth technical and fundamental analysis, delving into market trends, and utilizing...


  • Mumbai, Maharashtra, India Sharekhan Full time

    Job DescriptionRole & responsibilities- Make 150+ daily calls with 50+ fresh calls per day- Maintain an average talk time of 2.5 to 3 hours- Organize webinars and workshops to drive closures- Achieve monthly closure targets through direct sales- Maintain high conversion rates from inquiries to applications and enrollments- Generate referrals from existing...