Investment Counsellor_Mumbai
5 Nos.
134725
Full Time
2.0 Year(s) To 10.0 Year(s)
7.00 LPA TO 12.00 LPA
BFSI, Investments & Trading
Banking/Financial Services
Any - Any Graduation
Job Description:
- Train assigned branch teams on investment products - MF, PMS, AIF, PE and SPs.
- Enable and influence branch teams to cross sell the investment products
- Joint meetings with HNI customers of branch teams
- Help branch team achieve their cross sell targets.
- Periodic review of client’s portfolio to ensure that they are in line with client’s investment objectives
Desired Profile / Criteria / Skills :
- Educational Qualifications: Post Graduation
- Experience: 5+ Years in handling the investment products as product manager/investment counsellor/wealth Manager/Relationship Manager.
- Excellent communication, presentation and relationship management skills.
- Preferred industry back ground: Wealth Management, Banking, Investment Counselling
- Domain Knowledge: Wealth Management, capital markets, Investment Products
Key Skills :
- Investment Advisory
- Mutual Funds
- Pms
- Aif
- Private Equity
- Structured Products
- Wealth Management
- Portfolio Review
- Hni Client Management
- Cross-selling
- Relationship Management
- Financial Planning
- Investment Products Training
- Client Portfolio Management
- Branch Team Coordination
- Revenue Generation
- Financial Markets
- Client Acquisition
- Sales Enablement
- Portfolio Advisory
Company Profile
A leading diversified organization headquartered in Mumbai, India, with a strong presence across wealth management, capital markets, and investment banking domains. The company is recognized for its innovative investment solutions, research-driven approach, and customer-centric advisory expertise. With a robust nationwide network and a legacy of excellence, it continues to empower investors through technology-enabled platforms and market expertise. The organization is known for its dynamic work culture, continuous learning environment, and strong career growth opportunities for professionals.
Apply Now
- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.