Investment Counselor | 5 - 12 Years | Multiple Openings | Mumbai Designation: Investment Counselor Experience: Min 5 To Max 12 Yrs No of Openings: 3 (2 - Junior 1 Senior) Location: Mumbai_ Lower Parel REQUIREMENT : - MBA / Post-graduate in Finance / CA or related field with 5+ years of experience in similar roles in wealth management, brokerage companies, or private banking units. - Preference for candidates with experience in equity advisory roles - Additional industry certifications such as CFA/CFP are a plus - Strong knowledge of financial planning principles, personal finance, different asset classes, and portfolio management - Experience in client-facing and client-ownership roles, with strong communication skills, written as well as spoken RESPONSIBILITIES : - Conduct regular quarterly reviews for mapped HNI clients, covering their investment portfolios as well as broader financial planning needs - Design and implement investment action plans with clients to align their existing equity investments to target allocations - Identify and execute cross-sell opportunities across different products and offerings of the company by examining client risk profiles and financial needs - Regular meetings with Active clients, converting the dormant clients into acting as subject matter experts along with respective relationship managers to deepen share of wallet - Provide feedback and improvement ideas to management and leadership team in the company to improve customer experience and product proposition. - Liaise with central investment/product teams/business divisions for identifying opportunities to cater to clients' requirements. - Monitor clients' portfolios regularly to identify intervention requirements - Provide investment support, education, and guidance to clients, prospects, and Relationship Managers - Maintain awareness of the latest developments in global and local markets and their impact on client investments

Mumbai

Investment Counselor - BFSI 

Investment Counselor - BFSI  ,Job Description for Investment Counselor - BFSI  in Recruiterlane in  Mumbai for (5-12) years of experience. Apply Now!

Job Description for Investment Counselor - BFSI  in Recruiterlane in  Mumbai for (5-12) years of experience. Apply Now!