Investment Counsellor

Counsellor - Investment

Job Description: Investment Counsellor

Job Title: Investment Counsellor

Business Unit: Wealth Management/Distribution

Location: Bangalore

Investment strategy:

Define Investment strategy, and asset allocation basis the prevailing market conditions.

Up to date with Equity and Debt markets.

Product Selection:

- Develop and manage the fund selection models.

- Product Due diligence to understand the qualitative aspects of the products and download it to the sales team.

Financial Planning and Wealth Protection:

- Financial goal setting and planning and preparing investment proposals for clients.

- Asset allocation and Portfolio construction Strategy Formulation

- Portfolio review and rebalancing as and when required.

- Engaging with the business Directors and Sales Teams and helping in product penetration via research support.

Knowledge Requirement:

- Knowledge of all the Asset classes - Equity, Fixed income, Structured Products, Real Estate, Commodities, and International Markets.

- In-depth knowledge of Wealth Management products - Mutual Funds, Portfolio Management Service Providers,

- Alternative Investment Funds, Listed Investments & Insurance.

- Knowledge of taxation, and tax implications for various investment products.

- Functional understanding of Research and Portfolio Software like Morning Star, Invest Well, Bloomberg, etc.

Behavioral Skills:

- Strong analytical and interpretative skills, Integrity, Ability to establish trust, Self-driven, Team Player, Team Management, Networking Ability, Ability to work under time pressure and adhere to deadlines.

- Should Lead and Drive the Team toward Organizational Goals.

- Set Portfolio Review Standards on Quality and product recommendations.

- Actively manage desk risk via strong checks on Risk profiling, Product selection, and portfolio construction

Team Management:

- Strong Analytical, Presentation skills and MIS reporting are required & should be able to present to Senior Management the desk investment policies and strategies.

- Ability to read product performances and eye for detailing. Functional and Technical skills to evaluate product and client portfolios and guide the team.

- Review Team portfolio presentation month on month. Train team on new concepts and product ideas

- Work along with the Sales team and other channels to achieve targeted growth.

Technical (Software / IT related) Skills:

- Strong Excel workflow and Presentation skills.