Investment Counselor - PMS & Wealth Management - Top Securities Broker

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

Job summary

GIPS Consultancy in Pune seeks an Investment Counsellor to provide tailored financial guidance to clients, focusing on investments and wealth growth.

You will coordinate with branches of a leading securities broking house to sell PMS, mutual funds, AIF and insurance products, while actively participating in wealth management.

The role requires collaboration on joint calls with RMS, building trust and delivering compliant investment solutions with strong client interaction.

Qualifications

• UG degree (Any Graduate) is required or preferred.
• Experience in financial advisory and wealth management is advantageous.

Responsibilities

• Provide financial advice to clients on investments.
• Handle branches of a top securities broking company for sales of PMS, mutual funds, AIF & Insurance.
• Engage in wealth management activities.
• Conduct joint calls with RMS.

Skills

Financial advisory

Wealth management

Sales

Mutual funds

PMS

AIF

Insurance

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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