Investment Counselor - HNI Segment - NBFC

- Knowledge across Fixed Income, Equity, Hybrid and Hedged products, Real estate and linked assets, Alternate Funds, Private Equity, Life/Non-life insurance and Structured Products

- Portfolio Restructuring, Financial Planning based on customer risk appetite

- Factoring Clients AUM, Industry and market risk

- Doing joint visits with young RMs and helping them to close deals & nurture young talent.

- Possess skills of handling HNI clients and understanding their financial and non-financial needs.

- Energetic and Passionate to do visits to HNI customers.

- Updated on Current affairs and latest news across the globe.

- Under client's risk appetite and Restructuring Client portfolio