Job Overview
The Investment Counsellor will manage and deepen relationships with HNI and affluent clients by understanding their financial goals and investment requirements.Provide personalized investment guidance across mutual funds, PMS, equities, bonds and other wealth products, ensuring suitable portfolio solutions.Drive client acquisition, portfolio growth and revenue through effective advisory, regular portfolio reviews and cross-selling of relevant investment products.
1) Advise HNI and affluent clients on suitable investment strategies across Mutual Funds, PMS, Equities, Bonds and other emerging asset classes.
2) Conduct regular portfolio reviews, understand client objectives and provide customized investment recommendations aligned with risk profile and market outlook.
3) Provide dedicated support to Corporate Treasury clients, particularly in Money Market and Bond Market products, including investment opportunities and market insights.
4) Stay updated on latest asset classes, investment products, market trends and economic developments to provide timely and relevant advisory to clients.
5) Prepare and present investment proposals, portfolio analysis and market updates using MS Excel and PowerPoint, with strong proficiency in both.
6) Collaborate with internal teams to strengthen client relationships, identify investment opportunities, drive portfolio growth and support revenue objectives.
Ideal candidates should have strong experience in investment advisory, wealth management or corporate treasury, with good exposure to Money Market, Bonds and other investment products. The candidate should possess strong market knowledge and the ability to advise clients on emerging asset classes and evolving investment opportunities. Excellent Excel and PowerPoint skills, analytical ability, presentation skills and strong client communication are essential for this role.