Investment Counsellor – NBFC

Talengage; Mumbai; On-site; INR 700,000 - 1,000,000; Full time

Job summary

A leading NBFC is seeking a professional to build AUM without sales pressure. Responsibilities include preparing tailored investment insights and monitoring client portfolios. Ideal candidates should have 2-6 years of relevant experience and a deep understanding of investment products. Strong analytical skills are essential for this role.

Qualifications

• 2-6 years of experience in financial services.
• Strong command of investment products and client profiles.
• Ability to analyze and maintain MIS.

Responsibilities

• Building AUM without a sales-based assignment.
• Preparing customized investment insights for clients.
• Monitoring and tracking client portfolios.
• Prepare yearly reviews & rebalancing reports within TAT.
• Monitor and track client portfolios with RM team assistance.
• Assist RMs in monitoring and implementing investment insights.
• Collaborate on meetings with RM to discuss and position each new product idea.
• Maintain and analyze MIS on a regular basis.

Skills

Product knowledge

Understanding of investment products

Client profiling

Asset Allocation models

Knowledge of taxation on investment products

Job description

The position is with a leading NBFC

Experience – 2-6 yrs

Responsibilities

• Building AUM (No Sales Based Assignment)
• Prepare high Quality, customized Investment Insights, Documents, Review for prospects/clients within TAT
• Understand various investment options and provide customized Insights based on client/prospects, suitability and risk profile
• Prepare yearly Review & Rebalancing reports for clients within TAT
• Continuous monitoring and tracking portfolios of clients with the help of RMs Team
• Assist RMs in monitoring and tracking the implementation of Investment
• Insights, Document, Review, Joint Calls/ Meeting with RM to build AUM
• Maintaining and Analysis of MIS at regular intervals

Skills Required

Product knowledge

• Complete understanding and command of overall investment products
• Understand Client profile and Asset Allocation models
• Act as a bridge between Product Team and RM team to discuss nuances and positioning each new product idea
• Well-versed with taxation on investment products