Investment Counsellor - BFSI

Investment Counsellor

- Co-owning the AUM and Revenue target for the Mutual Funds/ Investments Product with the Mapped Exclusive RM Team (along with all related products including and not restricted to structured products)

- Completing Risk Profiling of Mapped customers to the RMs along with the RM / Service Anchors' help

- Conducting in-depth reviews of clients' current Wealth Portfolio - both on and off book and align it with the clients' financial goals, current provision and planned milestones

- Analyzing client information and prepare investment plans best suited to individual clients' requirements

- Providing clients with information on new and existing products and schemes

- Organizing customer meets involving presentation on new product opportunities and emerging market trends with / without the help of AMCs

- Rebalancing the Portfolio of customer on need basis and suggesting entry and exit strategy for the investors

- Keeping himself updated on the financial markets & products (Equities, Mutual Funds, Asset Allocation, Derivatives