Investment Counsellor

2 weeks ago


Bengaluru, Karnataka, India Workassist Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Work Level
: Individual

Core
: Result Driven, Responsible, Networking

Leadership
: Building Work Relationships

Industry Type
: Asset ManagementFinancial Services

Function
: Investment Banking, Private Equity & VC - Other

Key Skills
: Investment Advisor,Investment Counseller,Investment Counsellor,Investment Specialist,Private Client Group,Relationship Manager,Wealth,Mutual Fund,Mutualfund sales

Education
: Graduate

Note: This is a requirement for one of the Workassist Hiring Partner.

Key Skills:

  1. Manage the investment Portfolio of HNI/UHNI Clients in collaboration with Relationship Managers.
  2. Analyze investment products and determine which product is appropriate for the clients
  3. Responsible to increase the Branch AUM
  4. Support and handhold Relationship managers in joint calls
  5. Maintain MIS and drive business across mapped branches
  6. Coordinate with AMCs and ensure compliance while distributing the products
  7. Train new RM's on Products and Markets
  8. Ownership of investment targets assigned to mapped branches
  9. Portfolio monitoring , rebalancing, and reviews.
  10. Strong consultative, negotiation and problem-solving skills to identify and address issues.
  11. Proven ability to succeed in a target/KPI driven environment

Company Description

Workassist is an online recruitment and employment solution platform based in Lucknow, India. We provide relevant profiles to employers and connect job seekers with the best opportunities across various industries. With a network of over 10,000+ recruiters, we help employers recruit talented individuals from sectors such as Banking & Finance, Consulting, Sales & Marketing, HR, IT, Operations, and Legal.

We have adapted to the new normal and strive to provide a seamless job search experience for job seekers worldwide. Our goal is to enhance the job seeking experience by leveraging technology and matching job seekers with the right employers.

For a seamless job search experience, visit our website:

(Note: There are many more opportunities apart from this on the portal. Depending on the skills, you can apply for them as well).

So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, don't hesitate to apply today. We are waiting for you



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