Investment Counsellor

5 days ago

Maharashtra, India Aditya Birla Group Full time

**Conducting Portfolio Reviews** of Large relationships along with the RM, in this a proper Portfolio Review presentation will be given to client with various detail and slicing of portfolio to explain the client on where and what investments they have.

**Acquire New Clients **IC will be instrumental in acquisition of larger relationships along with the RM, IC will prepare Investment Proposal and present to client, ensure all requirements are taken care of while preparing the IP and explain the same to prospect

**Business Planning w**ith the Incentive plan, work with each RM and help in monthly and quarter activities.

Being part of the Product & Research central team, he will act as a bridge and **knowledge **center** for all Product / Research communications.**

**Qualifications**:
Any Graduate

**Minimum Experience Level**:
8-10 Years

**Report to**:
NA

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