Investment Counsellor

Description

We are seeking an experienced Investment Counsellor to join our team. The ideal candidate will have a strong background in investment management, with a proven track record of developing successful client investment strategies.

Responsibilities

• Develop and manage client investment portfolios based on financial goals and risk tolerance.
• Handle Junior Wealth Managers
• There will be daily meetings, conducted virtually or in person as per client needs.
• Conduct thorough market research and analysis to provide informed investment recommendations.
• Build and maintain strong client relationships through regular communication and updates.
• Pitching about Investment product like PMS and AIF
• Monitor and review investment performance, making adjustments as necessary to optimize returns.
• Stay updated on financial regulations and market trends to provide accurate advice.
• Collaborate with other financial professionals to deliver comprehensive financial solutions.

Skills and Qualifications

• 8-15 years of experience in investment management or financial advisory roles.
• Preference will be given to candidates with experience in NBFC, AMC, Bank Broking, wealth management, financial services.
• Strong analytical skills with the ability to interpret financial data and market trends.
• Ability to handle HNI/UHNI clients professionally
• Excellent communication and interpersonal skills to effectively engage with clients.
• Proficiency in financial modeling and investment analysis tools.
• In-depth knowledge of investment products, asset allocation strategies, and risk management techniques.

Not accepting relocation.

Email:- [HIDDEN TEXT]

WhatsApp:- +91 9833664537