Role : Investment Counselor / Advisor Function: Products & Solutions Grade : Associate Vice President / Vice President (Subject to existing experience , Education, Suitability to Profile & Organization Fitment ) Work Location : New Delhi - Aerocity Office Key Responsibilities: -Investment expert & brain of sales team building bridge between the product & sales team helping in coaching about investment products and helping clients understand financial proposition 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 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. Risk and Governance: - 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 / CFA / CFP Experience: - Minimum 8 years + of relevant work experience in Wealth Management - Knowledge of all local regulatory policies and guidelines. - Knowledge of relevant financials markets and instruments

Delhi NCR

Assistant Vice President/Vice President - Investment Counsellor 

Job Description for Assistant Vice President/Vice President - Investment Counsellor  in The Recruiters in  Delhi NCR for (7-15) years of experience. Apply Now!