Investment Counsellor
Experience
Salary
Location
Job Description
Key Responsibilities:
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Develop and maintain strong, trusted relationships with HNI/UHNI clients.
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Understand clients' financial objectives, risk tolerance, and investment preferences to tailor personalized investment strategies/portfolios.
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Provide ongoing communication and proactive updates to clients regarding portfolio performance, asset allocation and market developments to identify opportunities & risks.
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Stay abreast of industry best practices, regulatory changes, and emerging investment trends to provide informed advice and innovative solutions to clients.
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Acquire new clients (via references from existing clients & open market) and Increase engagement of existing clients by providing complete financial planning solutions & portfolio reviews.
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Accountable to achieve annual targets on AUM & revenue in the respective geography. Aiming for consistent growth of customer wallet share and book size.
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7. Participate in client meetings, presentations, and educational seminars to showcase the firm's capabilities and expertise.
Designation
Investment Counsellor
Key Skills
Industry
Banking & Financial Services
Functional Area
Banking & Financial Services
Employment Type
Full Time
Education
Masters/Post-Graduation
Job Type
Work From Office
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