Investment Counsellor

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.