16 Investment Counsellor Jobs

Opening in Leading Bank Private Banking Group - Bangalore Role/Job Title: Investment Portfolio Counsellor Department : Wealth Management > Sales > Private Banking Group Age : up to 35 CTC up to 22L Job Purpose: Leading Bank is seeking a highly motivated and experienced Investment Portfolio Counsellor. As a leading financial institution, we are committed to providing our clients with the best investment solutions and services. We are looking for a dynamic individual who is passionate about wealth management and has a strong understanding of the financial market. Roles & Responsibilities: Provide expert advice and guidance to clients on investment strategies and portfolio management. Conduct t...

Job Description: You will be responsible for managing the investment portfolio of HNI/UHNI clients in collaboration with Relationship Managers. Your key responsibilities will include: - Analyzing investment products and determining which product is appropriate for the clients - Increasing the Branch AUM - Supporting and handholding Relationship managers in joint calls - Maintaining MIS and driving business across mapped branches - Coordinating with AMCs and ensuring compliance while distributing the products - Training new RMs on Products and Markets - Owning investment targets assigned to mapped branches - Monitoring portfolios, rebalancing, and conducting reviews - Demonstrating strong con...

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: Manage the investment Portfolio of HNI/UHNI Clients in collaboration with Relationship Managers. Analyze investment products and determine which product is appropriate for the clients Responsible to i...

Role & responsibilities Drive portfolio performance: achieve financial targets and deliver ROI exceeding benchmark indices. Advise Wealth Managers on the latest investment products and asset-class views. Propose new product ideas to the Investment Committee. Optimize and automate investment processes, with due focus on regulatory compliance. Build and maintain strong client relationships through transparent updates and quarterly reviews. Assess and manage risks in alignment with client goals, ensuring confidentiality and governance. Collaborate across teams to foster a culture of strategic innovation. Maintain compliance, acquire necessary certifications/licenses, and uphold best practices. ...

Profile : 1. Portfolio Monitoring and Reviews 2. Support to RMsTeam Responsibility : 1. Building AUM( No Sales Based Assignment) 2. Prepare high Quality, customized Investment Insights, Document,Review for prospects / clients within TAT 3. Understand various investments options and providingcustomized Insights based on client/ prospects,suitability and risk profile. 4. Prepare yearly Review & Rebalancing reports for clients within TAT 5. Continuous monitoring and tracking portfolios of clients withthe help of RMs Team 6. Assist RMs in monitoring and tracking implementation of Investment 7. Insights, Document, Review,Joint Calls/ Meeting with RM to build AUM 8. Maintaining and Analysis of MIS...

Role & responsibilities Direct Responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduc...

Hi Opening in Leading Bank for the following position Designation: Privy RM Wealth Management Grade: Senior Manager & AVP CTC up to 18Lacs Location: Hyderabad Job Description: Role: - Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers - Sources new bank customers through external individual efforts and acquisition channel - Ensures high levels of customer service orientation and application of bank policy - Cross sells bank products to existing set of Customers - Informs customers of new products or product enhancements to further expand the banking relationship - Plans and conducts special sales initiatives and e...

Dear Candidate, Leading Banks hiring for Relationship Manager Wealth Management (Individual role) Location: Bangalore CTC up to 25Lacs Designation: Relationship Manager Affluent Segment ( Portfolio Management) Grade: Senior Manager or AVP Job Profile: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-pa...

Role & responsibilities Drive portfolio performance: achieve financial targets and deliver ROI exceeding benchmark indices. Advise Wealth Managers on the latest investment products and asset-class views. Propose new product ideas to the Investment Committee. Optimize and automate investment processes, with due focus on regulatory compliance. Build and maintain strong client relationships through transparent updates and quarterly reviews. Assess and manage risks in alignment with client goals, ensuring confidentiality and governance. Collaborate across teams to foster a culture of strategic innovation. Maintain compliance, acquire necessary certifications/licenses, and uphold best practices. ...

Role & responsibilities Direct Responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduc...

Key Responsibilities: - Own and evolve the investment products roadmap, with a strong focus on mutual funds. Understand advisor/distributor needs and translate them into intuitive product experiences. Collaborate closely with Tech, design, and sales to deliver high-impact product features. Conduct data-driven analysis to identify trends, performance, and growth opportunities. Ensure regulatory compliance and smooth integration with AMCs and backend systems. Conceptualise and run campaigns for employees and partners to drive product engagement and sales. Drive product adoption and engagement with internal teams and end users. Requirements: 3+ years of product management or relevant experience...

Experience : Minimum 7 years of Mutual Funds, PMS & AIF Selling experience in AMC(Mutual Funds Company), Banking & Securities Company Ctc : Upto 15 Lacs Location : Chandigarh Qualification : MBA / CFA / CFP / NISM V-A & XXI-A Certified

Key Responsibilities: Own and evolve the investment products roadmap, with a strong focus on mutual funds. Understand advisor/distributor needs and translate them into intuitive product experiences. Collaborate closely with Tech, design, and sales to deliver high-impact product features. Conduct data-driven analysis to identify trends, performance, and growth opportunities. Ensure regulatory compliance and smooth integration with AMCs and backend systems. Conceptualise and run campaigns for employees and partners to drive product engagement and sales. Drive product adoption and engagement with internal teams and end users. Requirements: 3+ years of product management or relevant experience i...

Experience : Minimum 7 years of Mutual Funds, PMS & AIF Selling experience in AMC(Mutual Funds Company), Banking & Securities Company Ctc : Upto 15 Lacs Location : Ludhiana Qualification : MBA / CFA / CFP / NISM V-A & XXI-A Certified

A Product Specialist at is responsible for selling and promoting investment products to distributors and potential investors, conducting training sessions, and achieving sales targets for their assigned region. They leverage their product knowledge to support the sales team and ensure that distributors are well-versed in the company's offerings.

Dear Candidate, Leading Banks hiring for Relationship Manager Wealth Management (Individual role) Location: Bangalore CTC up to 25Lacs Designation: Relationship Manager Affluent Segment ( Portfolio Management) Grade: Senior Manager or AVP Job Profile: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-pa...