Investment Counselor - Wealth - BFSI

Salary offered: 10 - 20 LPA

Designation : Investment Counselor - Wealth

Reports To : Zonal Manager(Wealth)

Job Responsibilities :

- Driving Investment product Advisory through Wealth Team(PWM/Sr.PWM/T.L.s)

- Planning and driving investor knowledge programs (IKP).

- Capability building for Investment Advisory on Mutual funds, Equity PMS, Real Estate PMS, Private Equity and Derivative based structured products through Training & Joint Calls.

- Ensure continuous process learning for Investment product.

- Deliverables -activation, retention/win back and revenue.

- Maintain Relationship with principle (like AMC, Insurance co)

- Portfolio Analysis of Client

- Process Management

- Data analysis of the respective region to target relevant client base

- Educational campaigns and activities to increase awareness about product also services being offered by us to increase the client base