Job Overview
The Portfolio Counselor – GIFT City will deliver specialized investment guidance to clients investing through GIFT IFSC structures. The role requires close coordination with India Relationship Managers and Overseas RMs via the GCC Service Center, while managing end-to-end deal execution and contributing to GIFT-based AUM growth.
Job Description
1) Conduct portfolio consultations and prepare tailored proposals for GIFT IFSC products (AIFs, global funds, fixed income, alternatives).
2) Support India RMs and Overseas RMs with product insights, portfolio diagnostics, and client-ready materials.
3) Participate in high-value client discussions to communicate investment rationale and GIFT product solutions.
4) Manage complete deal workflows including proposals, documentation, onboarding, and transaction execution.
5) Maintain dashboards tracking proposals, conversions, AUM progress, and internal engagement.
6) Ensure adherence to IFSC compliance requirements and internal governance standards
7) Strong understanding of GIFT IFSC investment structures and cross-border product frameworks.
8) Knowledge of domestic and international wealth solutions.
9) Excellent communication, presentation, analytical and stakeholder management capabilities.
10)• Proficiency in Excel, PowerPoint, and portfolio analytics tools.