Posted By
Posted in
Banking & Finance
Job Code
893845
Investment Counsellor
Job Description :
- Providing investment advice to clients following an advisory process and trying to achieve superior risk adjusted returns for the client's portfolio. Enable a relationship team with domain expertise and investment knowledge.
Portfolio - Follow process and execute portfolio review in time bound manner
Client advice - Improve quality of client interaction by updating client on his portfolio, its performance and updating on various asset classes
- Implement advisory process accurately in all market situations and achieve clients objective, ensure growth in wallet share and growth of portfolio in existing clients
- Timely Portfolio Review - Create / Update Investment Policy statement, Incorporate Investment Advisory Board views in portfolio, create deviation report and suggest change in portfolio, Ensure accurate and timely delivery of advice
- Create a new proposal, accompany RM for client meeting
- Regular communication of market update, Weekly investment call with entire team, Event update
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Posted By
Posted in
Banking & Finance
Job Code
893845