Investment Counselor

Role & responsibilities:

1. Train assigned branch teams on investment products - MF, PMS, AIF, PE and SPs.

2. Enable and influence branch teams to cross-sell the investment products

3. Joint meetings with HNI customers of branch teams

4. Help branch teams achieve their cross-sell targets.

5. Periodic review of clients' portfolios to ensure that they are in line with clients' investment objectives

Preferred candidate profile

• Educational Qualifications: Post Graduation
• Experience: 5+ Years in handling investment products as a product manager/investment counsellor/wealth Manager/Relationship Manager.
• Excellent communication, presentation and relationship management skills.
• Preferred industry background: Wealth Management, Banking, Investment Counselling
• Domain Knowledge: Wealth Management, capital markets, Investment Products