Job Description

Investment counsellor

Profile insights
Here’s how the job qualifications align with your profile.
Skills

Wealth management
(required)

Investment management
(required)

Financial analysis
(required)
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Do you have experience in Wealth management?
 
Job details
Here’s how the job details align with your profile.
Pay

₹5,00,000 – ₹12,00,000 a year
Job type

Permanent

Full-time
 
Location
Vidyanagari, Mumbai, Maharashtra
 
Full job description
Key Responsibilities:

Provide portfolio advisory and asset allocation recommendations aligned with client goals and risk profiles.
Conduct research-driven investment recommendations across mutual funds, PMS, AIFs, and other asset classes.
Partner with Relationship Managers/Private Bankers to develop and execute client investment strategies.
Monitor portfolio performance and provide regular reviews and insights.
Stay updated on market trends, products, and regulatory developments.
Preference:

Professionals with experience in banks or wealth management firms, providing investment advisory and portfolio management support to HNI/Ultra-HNI clients.

Qualifications:

Certifications: NISM Series V-A (Mutual Fund) mandatory; CFP preferred.
Strong understanding of capital markets, investment products, and financial planning principles.
Excellent analytical, communication, and presentation skills
Job Types: Full-time, Permanent

Pay: ₹500,000.00 – ₹1,200,000.00 per year

Work Location: In person