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15/11 Prerna
Director at Workforce Wisdom

Views:186 Applications:39 Rec. Actions:Recruiter Actions:16

Head - Investment Portfolio Counsellor - Wealth Management Firm (15-22 yrs)

Delhi NCR Job Code: 1180424

A Leading private wealth management firm is seeking to hire the undersaid

Head - Investment Counsellor

Job Description


- To provide high quality guidance on multiple asset classes to clients

- To take complete ownership of the portfolio

- Monitor portfolio

- Mail recommendations

- Trigger transactions

- Prepare & conduct reviews at agreed upon frequency in the standard template and summarize review points in a mail

- Reply to any portfolio related queries e.g share opinion on 3rd party products

- Effectively pitch the entire product suite e.g. Direct Eq, Real Estate MLDs, Unlisted, AIFs, etc

- Work with WMs to develop and manage new PC-led client relationships.

- Coach WMs on the latest products for effective sales pitch

- Take active part in the internal forums to jointly arrive at house views across asset classes and formulate appropriate investment strategies.

- Suggest new product ideas to Investment Committee and participate in ad-hoc projects as appropriate.

- Continually seek to enhance investment platform in line with evolving market developments including automation initiatives, building process efficiencies and driving changes needed to comply with any regulatory changes

Stakeholder Management

- Extensive communication and stakeholder management internally across front office & investments team and externally with clients & prospects.

- Managing a healthy relationship with AMCs and organize fund manager interactions

- Regular interaction with the product providers for product updates, market feedback, etc. and internally communicate the same

Risk and Control

- Ensure that all activities and duties are carried out in full compliance with regulatory requirements.

- Record keeping of various documents, details etc as per internal policies / regulations.

Women-friendly workplace:

Maternity and Paternity Benefits

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