IndusInd Bank - Investment Counsellor

- Working closely with Sr. Banking Partner/ Premier Banking Partner- Pioneer across Mumbai to construct and review portfolios under advisory mandate.

- Supporting RMs in activating clients under advisory services

- Maintaining client portfolios, conducting periodic reviews and recommending new product ideas.

- Understanding and profiling client's risk appetite, accordingly advise on investment opportunities.

- Updating portfolio and balancing it whenever required based on market dynamics.

- Creating investment proposals basis house view and recommending to the client. The proposals are documented and strictly adhered to the bank's compliance.

- Internally, liaising with the product, research and Investment Strategy team and fund managers on developments.

- Understanding of wide product categories such as Mutual Funds, Structures, PMS, Bonds, Private Equity, Non-Convertible Debentures, Real Estate and RE Funds, etc.