Investment Counselor - PMS & Wealth Management - Top Securities Broker

GIPS Consultancy; Kolkata District; On-site; INR 300,000 - 600,000; Full time

Job summary

GIPS Consultancy is seeking an Investment Counsellor to provide sound financial advice to clients and assist in wealth management initiatives. The role involves coordinating with RMS on joint client calls and driving sales across PMS, mutual funds, AIF, and insurance through company branches.

The position emphasizes client relationship building, portfolio reasoning, and collaboration with a trading and wealth management team to deliver tailored investment solutions within a dynamic market

Qualifications

• UG: Any Graduate.

Responsibilities

• Provide financial advice to clients on investments and wealth planning.
• Collaborate on joint calls with RMS to align on client strategies.
• Assist in sales of PMS, Mutual Funds, AIF and Insurance through branch networks.

Skills

Financial advice

Wealth management

PMS sales

Mutual funds

Education

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

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