Investment Counsellor - NBFC

The position is with a leading NBFC

Experience - 2-6 yrs

Responsibility :

1. Building AUM( No Sales Based Assignment)

2. Prepare high Quality, customized Investment Insights, Documents, Review for prospects/clients within TAT

3. Understand various investment options and provide customised Insights based on client/ prospects, suitability and risk profile.

4. Prepare yearly Review & Rebalancing reports for clients within TAT

5. Continuous monitoring and tracking portfolios of clients with the help of RMs Team

6. Assist RMs in monitoring and tracking the implementation of Investment

7. Insights, Document, Review, Joint Calls/ Meeting with RM to build AUM

8. Maintaining and Analysis of MIS at regular intervals

Skills Required :

Product knowledge :

- Complete understanding and command of overall investment products

- Understand Client profile and Asset Allocation models

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

- Well-versed with taxation on investment products