Investment Counsellor

JobItUs; Kolkata District, Mumbai; Hybrid; INR 900,000 - 1,500,000; Full time

Job summary

JobItUs is seeking an Investment Counselor to strengthen client relationships and drive business growth across the assigned zone. You will provide product and market insights, train sales teams and distributors, and support initiatives with IFAs, HNWI, and private wealth clients.

Key responsibilities include developing deep knowledge of mutual fund products, tracking market trends, and driving zonal sales targets across equity and debt categories.

Qualifications

• Strong knowledge of mutual funds, equity and debt products.
• Excellent communication and presentation skills.
• Ability to train and guide sales teams and distributors.
• Good stakeholder management and networking abilities.
• Willingness to travel within the assigned region.

Responsibilities

• Develop in-depth knowledge of the company's mutual fund products, investment strategies, strengths, and USPs.
• Stay updated on market trends, fund performance, competitor products, and new fund offerings (NFOs).
• Provide market insights and investment guidance to sales teams and distributors.
• Drive product-level sales targets across equity and debt mutual fund categories.
• Support zonal sales initiatives and engagement with IFAs, HNWI, and private wealth clients.

Skills

Mutual funds

Sales enablement

Relationship management

Market insights

Training delivery

Job description

Job Overview

We are looking for an Investment Counselor with strong knowledge of mutual funds, financial markets, and investment products. The role involves supporting sales teams and distributors, providing product and market insights, strengthening client relationships, and driving business growth across the assigned zone.

Key Responsibilities

1. Product & Market Expertise

• Develop in-depth knowledge of the company's mutual fund products, investment strategies, strengths, and unique selling propositions (USPs).
• Stay updated on market trends, fund performance, competitor products, and new fund offerings (NFOs) from other Asset Management Companies (AMCs).
• Provide relevant market insights and investment-related guidance to sales teams and distributors.

2. Sales & Business Development

• Drive product-level sales targets across equity and debt mutual fund categories.
• Work closely with the sales team to increase Assets Under Management (AUM), expand distribution reach, and improve product penetration.
• Support zonal sales initiatives, including New Fund Offers (NFOs), to maximize business opportunities.
• Participate in key distributor meetings and support engagement with Independent Financial Advisors (IFAs), High-Net-Worth Individuals (HNWIs), and private wealth clients.

3. Training & Knowledge Sharing

• Conduct regular product training sessions and knowledge-sharing meetings for internal sales teams.
• Organize distributor meetings, conference calls, and market update sessions.
• Simplify complex financial market concepts and communicate product features, investment strategies, and market outlook effectively.

4. Stakeholder & Relationship Management

• Act as a bridge between the investment management team, sales force, distributors, and clients.
• Address investment-related queries and communicate relevant fund insights and market developments.
• Build and strengthen relationships with existing clients and key distributors to support long-term business growth.
• Gather feedback from distributors, investors, and sales teams to improve product positioning and business performance.

5. Market Intelligence & Business Feedback

• Monitor changing market conditions and competitor activities to identify business opportunities.
• Share ground-level feedback with the investment team regarding product positioning, investor queries, distribution challenges, and customer service.
• Collaborate with relevant departments to improve business processes and achieve zonal objectives.

Required Skills & Competencies

• Strong understanding of mutual funds, equity and debt products, and financial markets.
• Excellent communication, presentation, and relationship management skills.
• Ability to train and guide sales teams and distributors.
• Strong analytical skills and a business-oriented mindset.
• Good stakeholder management and networking abilities.
• Willingness to travel within the assigned region for distributor and branch visits.

Key Performance Areas

• Achievement of zonal product sales targets.
• Growth in Assets Under Management (AUM).
• Expansion of distributor engagement and product penetration.
• Effectiveness of training and product knowledge initiatives.
• Quality of market intelligence and stakeholder relationships.