Investment Counselor - Wealth Business - NBFC

Job Description :

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

- Energetic and Passionate to do visits to HNI customers.

- 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.

- Restructuring Client portfolio

- Understanding of clients risk appetite

Skill Required :

- Person Should be well networked and should have good understanding of portfolio restructuring