Investment Counsellor

2 weeks ago

Delhi, Delhi, India JM Financial Services Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Role Overview:

The Investment Counsellor will be responsible for advising clients on investment strategies, cross-selling financial products, and ensuring achievement of AUM and revenue targets. The role involves regular client engagement, training, and driving product penetration across branches through effective relationship management and portfolio advisory.

Key Responsibilities:

  • Provide
    comprehensive investment advisory
    to clients across asset classes (Mutual Funds – Equity & Hybrid, PMS, AIF, MLDs, Bonds, Unlisted, etc.).
  • Drive
    cross-selling and upselling
    opportunities within the existing client base to enhance wallet share.
  • Conduct
    portfolio reviews
    and offer rebalancing strategies aligned with client goals, risk profile, and market conditions.
  • Ensure
    month-on-month activation
    and growth of third-party products across branches.
  • Stay updated on
    market trends, regulatory developments, and investment products
    to provide informed recommendations.
  • Build
    long-term client relationships
    by providing consistent support, timely communication, and superior service.

Skills & Competencies:

  • Strong understanding of financial markets, asset classes, and wealth management products.
  • Analytical mindset with ability to interpret client portfolios and market data.
  • Excellent communication and presentation skills.
  • Ability to influence, train, and collaborate with sales teams.

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