Investment Counsellor - BFS

Investment Counsellor

- Prepare high Quality, customized Investment proposals and pitches for prospects / clients

- Understand various investments of Advisory clients and give recommendations based on client suitability and risk profile.

- Prepare monthly/quarterly reports for clients within TAT

- Provide ASK views and recommendations on existing portfolios of prospects / clients

- Continuous monitoring and track portfolios of clients and recommend changes if needed.

- Assist RMs in monitoring and tracking implementation of plans

- Complete understanding and command over all investment products

- Understand Client profile and Asset Allocation models

- Act as a bridge between product and RM team to discuss nuances and positioning each new product ideas.

- Well-versed with taxation on investment products

- Proficient in MS Excel and PowerPoint

- Excellent communication skills

- Strong analytical and quantitative skills

- Quick - learner and ability to deliver within stretched deadlines

Qualification - MBA/CA/CFA/CWM/CFP

Experience - 4-7 years' experience in wealth / private banking