Investment Counselor - PMS & Wealth Management - Top Securities Broker
GIPS Consultancy
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Job summary
GIPS Consultancy in Mumbai seeks an Investment Counsellor to provide financial guidance on investments to clients and manage wealth across PMS, Mutual Funds, AIF and Insurance products.
The role involves joint calls with RMS, branch handling for top securities broking operations, and active wealth management to build portfolios aligned with client goals.
Experience in trading, asset management or advisory is preferred, with strong client communication and compliance awareness essential.
Qualifications
- UG: Any Graduate.
Responsibilities
- 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
Education
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
UG: Any Graduate
Skills highlighted with ‘‘ are preferred keyskills
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