Investment Counsellor

ICICI Securities Limited; Chennai; On-site; INR 900,000 - 1,500,000; Full time

Job summary

ICICI Securities Limited in Chennai seeks a qualified wealth management professional to analyse client portfolios, advise on asset allocation and construct investment strategies tailored to client needs and market conditions.

You will collaborate with Relationship Managers, present investment views, monitor portfolio performance against benchmarks, and stay updated on mutual funds and advisory products to drive client outcomes.

Qualifications

• Relevant experience in wealth management, investment advisory, portfolio analysis or investment product management.
• Strong understanding of all wealth products, portfolio construction and asset allocation.
• Good analytical and financial-market understanding; interpret portfolio performance.
• Strong client-facing and communication skills; work with RMs and business teams.

Responsibilities

• Analyse client investment portfolios and recommend suitable portfolio changes based on client requirements and market conditions.
• Evaluate portfolio performance against benchmarks, including asset allocation, AMC/fund concentration, sector allocation and diversification.
• Conduct regular portfolio review discussions with existing clients and provide investment insights.
• Engage with prospective clients to understand their investment requirements and provide relevant investment solutions.
• Partner with Relationship Managers and conduct training sessions on investment advisory products and services.
• Track and monitor business performance, portfolio metrics and key business numbers.
• Prepare market outlooks, investment views and presentations for client and internal discussions.
• Maintain comprehensive knowledge of mutual funds and other investment products.

Skills

Wealth management

Investment advisory

Portfolio analysis

Product management

Regulatory knowledge

Communication skills

Stakeholder management

Presentation skills

Education

Graduate/MBA

Job description

Strong expertise in wealth management products, portfolio construction, asset allocation and investment analysis, with the ability to provide actionable investment recommendations, support client relationships and drive business outcomes.

Responsible for analysing client investment portfolios, providing investment insights and recommending suitable portfolio strategies based on client requirements and market conditions.

Job Role and Responsibilities

Role & Responsibilities:

• Analyse client investment portfolios and recommend suitable portfolio changes based on client requirements and market conditions.
• Evaluate portfolio performance against relevant benchmarks, including asset allocation, AMC/fund concentration, sector allocation and overall portfolio diversification.
• Conduct regular portfolio review discussions with existing clients and provide investment insights.
• Engage with prospective clients to understand their investment requirements and provide relevant investment solutions.
• Partner with Relationship Managers (RMs) and conduct training sessions on investment advisory products and services to enhance their product knowledge and mindshare.
• Track and monitor business performance, portfolio metrics and key business numbers.
• Prepare market outlooks, investment views and presentations for client and internal discussions.
• Maintain comprehensive knowledge of mutual funds and other relevant investment products.

Qualification:

Graduate/ MBA

Skills & Experience:

• Relevant experience in wealth management, investment advisory, portfolio analysis or investment product management
• Strong understanding of all wealth products, portfolio construction and asset allocation.
• Good analytical and financial-market understanding. Ability to interpret portfolio performance and provide actionable insights.
• Strong client-facing and communication skills. Ability to work closely with RMs and business teams.
• Good presentation and stakeholder-management skills.
• Strong understanding of regulatory and compliance requirements.