Investment Counselor - Financial Services

Job Description / Responsibilities:

- Driving investment product advisory through sales team

- Educate client about investment options and potential risks

- Research and analyze investments, strategies and market conditions to determine which investment option is most appropriate

- To combine analytical ability, comprehensive fiscal knowledge and customer service skills to help clients define and reach their financial goals

- Ownership of the investment target of the cluster / location that they are mapped to

- AUM increase

- Penetration of client base for creating new investors in MF / investments from existing client base

- Increase in (Investment Products) productivity of RMs

- Ensuring better client experience both by qualitative and quantitative subventions

- Portfolio monitoring, rebalancing & reviews

Skills Required :

- Strong domain knowledge of the investments, capital markets, distribution / channel management

- Good communication skills

- Able to judge product suitability for clients

- Ability to work with people / team

- Additionally, candidates need to be highly self-motivated, disciplined and creative with a very strong entrepreneurial spirit, integrity and responsiveness to client needs.

Educational Qualification:

- Graduate, with preference for MBA /CFA / CA or equivalent from recognized Universities in India/overseas. Minimum

Experience:

- Min 3 years of relevant experience including Financial Planning, Investment Counselor and Portfolio Management