Role : Portfolio Counsellor

Grade : Vice President / Associate Director

Work Location : Mumbai

Reports to : Head of Tailored Portfolio Management

Salary - Upto 55 Lakh + Bonus

Job Description:

- To provide high quality guidance on multiple asset classes to clients

- To take complete ownership of the portfolio

- Monitor portfolio

- Mail recommendations

- Trigger transactions

- Prepare & conduct reviews at agreed upon frequency in the standard template and summarize review points in a mail

- Reply to any portfolio related queries e.g share opinion on 3rd party products

- Effectively pitch the entire product suite e.g. Direct Eq, Real Estate MLDs, Unlisted, AIFs, etc

- Work with WMs to develop and manage new PC-led client relationships.

- Coach WMs on the latest products for effective sales pitch

- Take active part in the internal forums to jointly arrive at house views across asset classes and formulate appropriate investment strategies.

- Suggest new product ideas to Investment Committee and participate in ad-hoc projects as appropriate.

- Continually seek to enhance investment platform in line with evolving market developments including automation initiatives, building process efficiencies and driving changes needed to comply with any regulatory changes

Stakeholder Management

- Extensive communication and stakeholder management internally across front office & investments team and externally with clients & prospects.

- Managing a healthy relationship with AMCs and organize fund manager interactions

- Regular interaction with the product providers for product updates, market feedback, etc. and internally communicate the same

Risk and Control

- Ensure that all activities and duties are carried out in full compliance with regulatory requirements.

- Record keeping of various documents, details etc as per internal policies / regulations.

Education - MBA in Finance / CA

- preferably CFA

Certifications (if any) Appropriate local regulatory qualification.

Experience - 15 years + of relevant work experience in Wealth Management

- Knowledge of all local regulatory policies and guidelines.

- Knowledge of relevant financials markets and instruments