Investment Counselor

Veerwal Getwork Services

5 - 10 years

7 - 14 Lacs

mumbai

Posted:22 hours ago| Platform:

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Skills Required

wealth product portfolio management services alternative investment fund pms investment advisory portfolio management mutual funds financial advisory hni acquisition wealth management hni sales equity advisory sip investment products aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Title:

Location:

Salary:

Job Overview:

Investment Counsellor

Key Responsibilities:

Provide personalized investment counselling to clients based on their financial goals and risk appetite.
Offer expert advice on wealth management products, including
PMS, AIF, mutual funds, and other investment vehicles
.
Identify client needs and develop customized investment strategies to meet their objectives.
Stay updated with market trends, financial products, and regulatory changes.
Collaborate with internal teams to deliver comprehensive financial solutions.
Achieve and exceed assigned sales and revenue targets.
Maintain long-term client relationships through regular engagement and reviews.
Ensure compliance with regulatory and internal guidelines.

Qualifications and Skills:

Bachelor's degree in Finance, Economics, Business, or a related field (MBA preferred).
3-7 years of experience in
wealth management, investment counselling, or financial advisory
.
Strong knowledge of
PMS, AIF, mutual funds
, and other investment products.
Excellent communication and interpersonal skills.
Proven ability to build and manage client relationships.
Analytical mindset with attention to detail.

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