Investment Counselor

Job description 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 Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF Role: Wealth Manager Industry Type: Financial Services (Asset Management) Department: BFSI, Investments & Trading Employment Type: Full Time, Permanent Role Category: Trading, Asset & Wealth Management Education UG: Any Graduate Key Skills Skills highlighted with ‘‘ are preferred keyskills Mutual Funds Certified Financial PlannerWealth ManagementInvestment PlanningPMSMFInvestment AdvisoryCFPAif