Our client is a is India's first and largest - Multi Family Office Firm- founded by Senior Private Bankers to provide a professional platform of Private Wealth Management services in India. Position: Investment Counselor - Product Job Profile: Leading, Training, Updating, Supporting and Driving the team of Relationship Managers -Wealth Management, Acquisition RM's & E-Wealth RMs for Advising and managing the HNI clients for Wealth Management Business and referal Product including MF,PMS,AIF Revenue - Analyze all products such as Equity, Mutual Fund, Insurance, structured products, RE/PE funds etc. available - Understanding the new products launched and explaining to the sales team (Both the product and process) - Understanding customers needs & requirements and accordingly suggesting products mix - Acting as an intervening link between the research, products & solutions team and the Wealth Advisors - Understanding research outputs and explain it to the WAs - Coordinating with the Portfolio Managers and Research analysts (products team) for taking investment decision for the clients - Helping in the process of drafting & modification of the Financial Plan of the clients and streamlining the process of doing that - Preparing and modifying Financial Plans as required by clients in conjunction with Wealth Advisors

Delhi NCR

Gurgaon/Gurugram

Investment Counselor - Wealth Management Firm 

Investment Counselor - Wealth Management Firm  ,Job Description for Investment Counselor - Wealth Management Firm  in Exponent Consulting in  Delhi NCR Gurgaon/Gurugram for (3-8) years of experience. Apply Now!

Job Description for Investment Counselor - Wealth Management Firm  in Exponent Consulting in  Delhi NCR Gurgaon/Gurugram for (3-8) years of experience. Apply Now!