Investment Counselor - NBFC

We have certain job opportunity with the leading NBFC for the role of Investment Counselor for Bangalore.

Job Location - Bangalore

Job Description

- Knowledge across Fixed Income, Equity, Hybrid and Hedged products, Real estate and linked assets, Alternate Funds, Private Equity, Life/Non-life insurance and Structured Products

- Energetic and Passionate to do visits to HNI customers.

- Portfolio Restructuring, Financial Planning based on customer risk appetite

- Factoring Clients AUM, Visa Vi Industry and market risk

- Doing joint visits with young RMs and helping them to close deals & nurture young talent.

- Possess skills of handling HNI clients and understanding their financial and non-financial needs.

- Updated on Current affairs and latest news across the globe.

- Experience of handling HNI clients for min 5 years.

- CFP Certified preferred

- Under client's risk appetite and Restructuring Client portfolio

- Calculating HLV and business insurance preposition like MWPA, Keyman etc.