Investment Counselor - Wealth - BFSI

A Leading Institution.

Location : Mumbai / Pune

Designation : Investment Counselor

Reports To : Zonal Manager(Wealth)

Job Description :

- Driving Investment product Advisory through Wealth Team.

- Planning and driving investor knowledge programs (IKP).

- Capability building for Investment Advisory on Mutual funds, Equity PMS, Real Estate PMS, Private Equity and Derivative based Structured products through Training & Joint Calls.

- Ensure continuous process learning for Investment product.

Deliverables : activation, retention/win back and revenue.

Educational Qualification & Experience :

- MBA (Mandatory), Certified Financial Planner (Non Mandatory) with 6-10 years experience.

Industry : Banks (Preferably Wealth Managers from Banking Sector)

Specialized knowledge on : Equities, Mutual Funds, Real Estate market, Private Equity,