Investment Counsellor

• Own the business performance of the region in terms of revenue, market share both in terms of NCA & increased AUM.
• Working closely with Relationship Managers and clients, providing advice on investments.
• Providing clients with specialist investment advice, constructing and managing their strategic asset allocation and tactical portfolios
• Continually seeking to enhance investment platforms in line with evolving market development
• Creating value for the clients across asset classes and managing portfolios
• Driving of strategic and tactical allocation strategies along with Research & Product team - Advisory desk would play pivotal role in product / asset allocation strategies for clients, based on investment views and client&aposs investment needs.
• Responsible for training / educating / coaching and upskilling all colleagues on market and product knowledge
• Coordinating with all AMC / 3rd party Fund Managers and being the interface
• Organizing and conducting event for clients and colleagues with fund manager

Key Skills -

Market knowledge Ability to engage with the customer on views on markets in general including outlook on equity markets, interest rates, inflation etc.

Specialized product knowledge Have a specialized product knowledge about various investment products available in the market including:

Client facing experience and strong analytical skills

Strong communication skills, with the ability to build relationships with both internal and external clients.

Experience -

12 -18 years of relevant experience