Investment Counselor - Vice President Location - Bangalore Payscale - upto 40 Lakhs + Bonus NBFC Private wealth platform catering to UHNI Client segment with excellent investment advisory & reputed across india to be one of the best advisory platform 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 private bankers to develop and manage new PC-led client relationships. - Coach Private bankers 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 the 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. - 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. - Ensure that all activities and duties are carried out in full compliance with regulatory requirements.

Bangalore

Vice President - Investment Counselor 

Job Description for Vice President - Investment Counselor  in Suche in  Bangalore for (8-25) years of experience. Apply Now!