Investment Counselor

1 week ago

Mumbai, India SyncUp Consultancy Full time

Investment Counselor | 5 - 12 Years | Multiple Openings | Mumbai

Designation: Investment Counselor

Experience: Min 5 To Max 12 Yrs

No of Openings: 3

(2 - Junior 1 Senior)

Location: Mumbai_ Lower Parel

REQUIREMENT:

- MBA / Post-graduate in Finance / CA or related field with 5+ years of experience in similar roles in wealth management, brokerage companies, or private banking units.
- Additional industry certifications such as CFA/CFP are a plus
- Strong knowledge of financial planning principles, personal finance, different asset classes, and portfolio management
- Experience in client-facing and client-ownership roles, with strong communication skills, written as well as spoken

RESPONSIBILITIES:

- Conduct regular quarterly reviews for mapped HNI clients, covering their investment portfolios as well as broader financial planning needs
- Design and implement investment action plans with clients to align their existing equity investments to target allocations
- Identify and execute cross-sell opportunities across different products and offerings of the company by examining client risk profiles and financial needs
- Provide feedback and improvement ideas to management and leadership team in the company to improve customer experience and product proposition.
- Liaise with central investment/product teams/business divisions for identifying opportunities to cater to clients' requirements.
- Monitor clients' portfolios regularly to identify intervention requirements
- Provide investment support, education, and guidance to clients, prospects, and Relationship Managers
- Maintain awareness of the latest developments in global and local markets and their impact on client investments

**Salary**: Up to ₹2,500,000.00 per year

Schedule:

- Day shift
- Monday to Friday

Ability to commute/relocate:

- Lower Parel, Mumbai - 400013, Maharashtra: Reliably commute or planning to relocate before starting work (required)

Application Question(s):

- What is your current CTC?
- Are you ok with face to face interview arrangement?
- Do you have CFA/CFP certificate?
- What is your official and negotiable notice period?

**Experience**:

- equity advisory: 5 years (required)
- Investment management: 5 years (preferred)

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