Role: Senior Portfolio Counsellor
Role Requirements:
Education: MBA Finance / CA / CFA or FRM.
Work Experience: 7 to 10 years of relevant work experience as portfolio counsellor or Relationship Manager in the HNI vertical for NRI & Domestic clients.
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Other Requirements:
Need to have a deeper understanding of Investment products in Wealth Management space across various Asset Classes.
Having strong analytical skills to work on large data and derive meaningful insights / evaluate various client level portfolio strategies.-
Need to have good communication and inter-personal skills, be very approachable and should have the ability to maintain good rapport with all stakeholders
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Well versed with Microsoft Office - Advance excel & presentation skills.
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Someone who can comply with internal compliances & to follow best practices of industry and code of conduct.
Job Responsibilities:
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To assist RMs to manage Investment Portfolios of HNI Families.
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To achieve the desired investment returns for clients by creating & implementing investment strategies, conducting market research and analysis, selecting appropriate investment vehicles, monitoring portfolio performance, and making necessary adjustments to ensure alignment with client's goal & risk tolerance.
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To develop and implement a comprehensive risk management plan that identifies and mitigates potential risks to client portfolios.
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To maintain high level of client satisfaction & loyalty through effective communication, regular portfolio reviews & proactive engagement.
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Identify and develop new business opportunities to grow Company’s AUM.
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To adhere all regulatory guidelines and company policies related to portfolio management, client communication and reporting.
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Collaborate with other team members, such as products managers, analysts, operations to deliver high quality services to the clients.
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To mentor and train junior team members / RMs to enhance their relationship and skills.
