Investment Counselor - Wealth - BFSI

Salary offered: 10 - 20 LPA

Designation - Investment Counselor

Reports To -- Zonal Manager(Wealth)

Job Responsibilities:

Driving Investment product Advisory through Wealth Team(PWM/Sr.PWM/T.L.s)

Planning and driving investor knowledge programs (IKP).

Capability building for Investment Advisory on Mutual funds, Equity PMS, Real Estate PMS, Private Equity and Derivative based structured products through Training & Joint Calls.

Ensure continuous process learning for Investment product.

Deliverables -activation, retention/win back and revenue.

Maintain Relationship with principle (like AMC, Insurance co)

Portfolio Analysis of Client

Process Management

Data analysis of the respective region to target relevant client base

Educational campaigns and activities to increase awareness about product also services being offered by us to increase the client base