Wealth Manager

Job Description

Role / Job Title: Investment Counsellor

Department: Wealth Management – Sales

Location: Bangalore , Ahmedabad , Chennai , Hyderabad.

Key Roles & Responsibilities

A. Investment & Portfolio Management

• Review and analyze clients existing investment portfolios to ensure alignment with risk profile, investment horizon, and changing market conditions.

• Drive sustainable AUM growth through structured advisory, portfolio activation, and deepening of existing client relationships.

• Support cross-sell and up-sell of approved wealth and investment products while ensuring suitability and long-term value creation.

• Identify dormant or under-invested client portfolios and work with Relationship Managers to improve engagement and investment penetration.

B. RM & Branch Enablement

• Partner closely with Branch RMs, PBG RMs, VRMs, and branch teams to strengthen investment conversations and client engagement.

• Support RMs in client acquisition, relationship deepening, and wallet-share enhancement through robust investment solutioning.

• Participate in joint client meetings, investment clinics, and branch-level initiatives to drive wealth business outcomes.

• Act as the primary investment advisory support for frontline teams within the allocated geography or portfolio.

C. Product & Market Expertise

• Maintain strong understanding of the wealth product suite including Mutual Funds, LAS, PMS, AIFs, Fixed Income, Insurance, and Alternate Investments (as applicable).

• Stay updated on market trends, economic indicators, and regulatory developments.

• Translate investment research and market insights into actionable, client-level recommendations.

E. Customer Experience & Relationship Management

• Enhance overall client experience by enabling informed, timely, and consistent investment engagement.

• Support resolution of client queries related to portfolio performance, investment products, and execution.

• Work with Relationship Managers to strengthen client retention and long-term relationships.

F. MIS & Performance Discipline

• Maintain accurate records of client interactions, portfolio reviews, and investment recommendations.

• Track and monitor key business parameters such as AUM movement, product mix, and advisory quality metrics.

• Support management reporting and review forums.

Education & Certifications

• Post-Graduation: Any (MBA / Finance preferred)

• Mandatory / Preferred Certifications:

o AMFI

o NISM (as applicable)

o CFP / CFA.

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