Investment Counsellor

Investment Counsellor

Job Description :

- Providing investment advice to clients following an advisory process and trying to achieve superior risk adjusted returns for the client's portfolio. Enable a relationship team with domain expertise and investment knowledge.

Portfolio - Follow process and execute portfolio review in time bound manner

Client advice - Improve quality of client interaction by updating client on his portfolio, its performance and updating on various asset classes

- Implement advisory process accurately in all market situations and achieve clients objective, ensure growth in wallet share and growth of portfolio in existing clients

- Timely Portfolio Review - Create / Update Investment Policy statement, Incorporate Investment Advisory Board views in portfolio, create deviation report and suggest change in portfolio, Ensure accurate and timely delivery of advice

- Create a new proposal, accompany RM for client meeting

- Regular communication of market update, Weekly investment call with entire team, Event update