Investment Counselor

1 day ago

Chennai Mumbai New Delhi, India Plugin Live Technologies Full time

Job Role: Investment Counsellor

Location: New Delhi, Mumbai, Kolkata, Chennai

Experience: 5-7 years in Wealth Management (preferably in IC function)

Roles & Responsibilities

  • Act as the bridge between the central product team and on-ground Wealth RMs/Advisors.
  • Regularly engage with local RMs, Advisors, Clients, and Family Offices to enhance awareness

and knowledge of investment products.

  • Interact with investment managers and fund managers to stay updated on product

performance, strategy, and outlook.

  • Disseminate regular product updates, market insights, and investment strategies to the

Wealth RMs/Advisors.

  • Gather constant on-ground feedback and share actionable insights with the central product

team to fine-tune offerings.

  • Work closely with branch heads, RMs, and Advisors to drive sales and improve product

penetration.

  • Contribute to training sessions, product workshops, and client engagement initiatives.

Experience Required

  • 5-7 years of relevant experience in Wealth Management, preferably in a Product

Management / Investment Counselling function.

  • Strong understanding of financial products across asset classes mutual funds, PMS, AIFs,

structured products, fixed income, equities, and alternates.

  • Excellent communication and presentation skills, with proven ability to influence

stakeholders and clients.

  • Demonstrated ability to work closely with relationship managers and support business

growth through product advisory.

  • Strong analytical and market research skills.

IC for UHNI Families:

  1. Portfolio Management – Expertise in asset allocation, diversification, and risk-return

optimization.

  1. Investment Products Knowledge – Deep understanding of equities, fixed income, PMS,

AIFs, mutual funds, private equity, structured products, real estate, and global investments.

  1. Financial Planning – Proficiency in wealth structuring, estate planning, and succession

planning for multi-generational families.

  1. Taxation & Regulatory Awareness – Understanding of tax implications on investments,

FEMA, and RBI guidelines for offshore investments.

  1. Performance Analysis – Ability to interpret portfolio reports, risk metrics, and benchmark

comparisons.

Client Relationship & Advisory Skills

  1. Personalized Advisory – Tailoring investment solutions to clients' goals, lifestyle, and

legacy aspirations.

  1. Discretion & Confidentiality – Handling sensitive financial information with utmost privacy.

  2. Communication Skills – Explaining complex financial concepts in simple, persuasive

language.

  1. Negotiation & Influencing – Managing client expectations and aligning them with market

realities.

Strategic & Analytical Skills

  1. Market Intelligence – Staying updated with macroeconomic trends, asset class

performance, and global events.

  1. Analytical Thinking – Strong ability to evaluate opportunities, risks, and long-term

implications.

  1. Business Development – Identifying and acquiring new UHNI clients through networking

and referrals.

  1. Goal-Oriented Approach – Focusing on AUM growth, revenue targets, and client

satisfaction metrics.

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