Investment Counselor

Work Level

Core

Leadership

Industry Type

Function

Key Skills

Education

Note: This is a requirement for one of the Workassist Hiring Partner.

Roles & Responsibilities

1. Ownership of the Asset Gathering Target of the Zone & assigned territory
2. Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers.
3. Increasing AUM of the location
4. Penetration of existing client base for creating new investors in MF/Investments from existing client base
5. Ensuring better client experience both by qualitative and quantitative interventions
6. Assist in investment portfolio asset allocation of customers
7. Portfolio Monitoring/Review
8. Reallocation of portfolios as and when required for risk management or sales opportunities.
9. Coach Asset RM and Business Development RM teams on latest products
10. Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis
11. Client Calls (along with RMs) to educate provide details and source investment in these products
12. Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same
13. Net large client growth (clients >50 lacs INR Assets)
14. Product Activation – PMS / AIF

Company Description

Workassist is an online recruitment and employment platform based in India, connecting employers with the right talent across diverse industries. By leveraging technology in e-recruitment, Workassist delivers curated profiles to employers and job opportunities to seekers of all experience levels. With a commitment to enhancing the hiring process, Workassist serves industries such as Banking & Finance, Consulting, Sales & Marketing, Healthcare, IT, Operations, and Legal. Our global reach and adaptability ensure the best matches for both job seekers and recruiters.

(Note: There are many more opportunities apart from this on the portal. Depending on the skills, you can apply for them as well).

So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, don't hesitate to apply today. We are waiting for you!