Investment Counselor

Hiring Talents for Broking Industry

Posted: 2 months ago
Openings: 10
Applicants: 0

Job Description

Job Title: Investment Counsellor

Location: Mumbai - Prabhadevi

Salary: Up to 14 LPA (Depending on experience and interview performance)

Job Overview:

We are seeking an experienced and client-focused Investment Counsellor to join in Mumbai - Prabhadevi. The ideal candidate will have in-depth knowledge of wealth management and investment products such as PMS (Portfolio Management Services), AIF (Alternative Investment Funds), and other financial instruments. This role involves offering tailored investment solutions, building strong client relationships, and driving business growth (Client Acquisition).

Key Responsibilities:

Provide personalized investment counselling to clients based on their financial goals and risk appetite.
Offer expert advice on wealth management products, including PMS, AIF, mutual funds, and other investment vehicles.
Identify client needs and develop customized investment strategies to meet their objectives.
Stay updated with market trends, financial products, and regulatory changes.
Collaborate with internal teams to deliver comprehensive financial solutions.
Achieve and exceed assigned sales and revenue targets.
Maintain long-term client relationships through regular engagement and reviews.
Ensure compliance with regulatory and internal guidelines.

Qualifications and Skills:

Bachelor's degree in Finance, Economics, Business, or a related field (MBA preferred).
3-7 years of experience in wealth management, investment counselling, or financial advisory.
Strong knowledge of PMS, AIF, mutual funds, and other investment products.
Excellent communication and interpersonal skills.
Proven ability to build and manage client relationships.
Analytical mindset with attention to detail.