Investment Counselor - PMS & Wealth Management - Top Securities Broker

GIPS Consultancy; Chennai District; On-site; INR 300,000 - 540,000; Full time

Job summary

GIPS Consultancy in Chennai offers an Investment Counsellor role to provide financial guidance on investments, including PMS, mutual funds, AIF and insurance. The position involves wealth management and collaboration across branches.

You will participate in joint calls with RMS and contribute to client portfolios while ensuring compliant advisory practices. The role is suited for professionals with a client-focused mindset in the wealth management space.

Qualifications

• UG: Any Graduate

Responsibilities

• Provide financial advice to clients on investments.
• Manage PMS, mutual funds, AIF, and insurance sales across branches.
• Wealth management and joint calls with RMS.

Education

UG: Any Graduate

Job description

Investment Counsellor offers financial advice to clients regarding investments.

Handling Branches of Top securities Broking company for sales of PMS, Mutual Funds,AIF & Insurance.

Wealth management

Joint calls with RMS

Role Category

Trading, Asset & Wealth Management

Education

UG: Any Graduate

Key Skills

Skills highlighted with '' are preferred keyskills