Job Description

Investment Counsellor


We are looking for Investment Counsellor with one of the leading banks for Delhi/NCR



Experience : 2-7 Years



:



IC typically caters to top 30% of RM's client base



ICs role is to understand client's risk appetite and needs of a client. Due to the better understanding of markets & products, IC helps RM provide appropriate solutions



IC helps drive business/sales on monthly based on discussion with RMs



IC works closely with the product team to understand various product offerings and how it can be positioned in client portfolios



Regular client/prospect meeting incl. corporates



Preparing holistic portfolio analytics presentation for clients/prospects



Preparing customised plans which include Investment Plans, Retirement Plans etc



Role is to do farming i.e increasing wallet share by providing value add with clients



To undertake research & above activities various tools such as Bloomberg, Reuters, CRISIL Research, ICRA, Capitaline etc are being used



Close coordination with various teams within the bank for interest rate and macroeconomic inputs
Required Skills


ic, INVESTMENT COUNSLOR, Investment Manager, INVESTMENT SPECIALIST, PBG