Investment Counsellor - Portfolio Management

This role involves:-

1. Managing the investment Portfolio of HNI/UHNI Clients in collaboration with Relationship Managers.

2.Analyzing investment products and determine which product is appropriate for the clients.

3. Working in alignment to the KRAs so as to increase the Branch AUM.

4. Supporting and handholding Relationship managers in joint calls.

5.Maintaining MIS and drive business across mapped branches.

6.Coordinating with AMCs and ensuring compliance while distributing the products

7. Training new RM's on Products and Markets

8. Ownership of investment targets assigned to mapped branches Portfolio monitoring , rebalancing, and reviews.

9. Deploying a strong consultative, negotiation and problem-solving skills to identify and address issues.

10. Must have the proven ability to succeed in a target/KPI driven environment.