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

Mumbai

Portfolio Investment Counsellor - NBFC Private Wealth 

Portfolio Investment Counsellor - NBFC Private Wealth  ,Job Description for Portfolio Investment Counsellor - NBFC Private Wealth  in The Recruiters in  Mumbai for (15-20) years of experience. Apply Now!

Job Description for Portfolio Investment Counsellor - NBFC Private Wealth  in The Recruiters in  Mumbai for (15-20) years of experience. Apply Now!