Prudent Corporate Advisory Services Ltd is urgently hiring for the post of Investment Counsellor – Alternate Products.
Location : Multiple locations in North
Experience Required : Min 4 Years
Key Responsibilities :
Client Advisory
- Engage with partner to understand their alternate product requirements.
- Recommend suitable alternate investment strategies and products
- Provide ongoing portfolio reviews and advisory support
Product Expertise
- Develop deep understanding of AIFs (Category I, II, III), PMS, PE/VC funds.
- Evaluate fund performance, strategy, risk metrics, and market positioning
- Stay updated on regulatory developments (SEBI, tax implications, etc.)
Sales & Business Development
- Drive Partner acquisition and AUM growth in alternate investments
- Work closely with relationship managers and distribution partners
- Conduct client meetings, presentations, and product pitches
Market Insights
- Track macro trends, market cycles, and opportunities in alternates.
- Share insights with Partners/clients and internal teams
- Position alternates within overall asset allocation frameworks
Stakeholder Management
- Coordinate with product teams, fund managers, and operations.
- Support onboarding, documentation, and execution processes
Skills:
- Client relationship & communication skills
- Analytical and presentation abilities
- Sales orientation with advisory mindset
Interested candidates can share their updated resume on [Confidential Information]
