Investment Counselor - PMS & Wealth Management - Top Securities Broker

GIPS Consultancy; Lucknow; On-site; INR 300,000 - 560,000; Full time

Job summary

GIPS Consultancy in Lucknow invites an Investment Counsellor to advise clients on diverse investment options and financial planning. You will build trust with clients through personalized guidance and ensure effective wealth management strategies.

Role involves coordinating with branches for PMS, mutual funds, AIF and insurance products, and collaborating on joint calls with RMS to optimize portfolio outcomes and client satisfaction.

Qualifications

• UG: Any Graduate is required or preferred.
• Experience in wealth management and financial advisory.
• Familiarity with PMS, Mutual Funds, AIF and Insurance products.

Responsibilities

• Provide financial advice to clients regarding investments.
• Collaborate with branches for sales of investment products.
• Support wealth management initiatives and client servicing.

Skills

Wealth management

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