Investment Counsellor (Branches) Ahmedabad, Baroda

Role:

The Investment Counsellor is responsible for driving Third Party Products (TPP) business across mapped branch/branches by providing investment advisory support and enabling business growth through the sale of investment products. The role focuses on revenue generation, AUM growth, and client acquisition while delivering suitable investment solutions across Mutual Funds, PMS, AIFs, Unlisted Equities, MLDs, Fixed Income Products, Bonds, and other wealth management solutions.

Key Responsibilities

• Investment Advisory & Client Portfolio Management: Partner with branch teams, manage client relationships, build portfolios, review portfolios, recommend asset allocation, monitor markets.
• Business Development & Revenue Generation: Drive TPP revenue, acquire clients, grow AUM, collaborate with branch teams, improve product penetration.
• Product & Market Expertise: Act as one stop shop solution for investment products, provide market insights, support product launches and investor awareness, conduct training for branch team as well as clients.
• Compliance & Risk Management: Ensure SEBI/internal compliance, maintain documentation, follow approved investment frameworks.

Qualifications

• MBA/PGDM in Finance or Marketing preferred.
• CFA, CFP, CA or equivalent preferred.

Experience

• 35 years in Wealth Management, Investments, Private Banking, Broking, Asset Management or Financial Services.

Mandatory Certifications

• NISM Series V-A and NISM Series XXI-A (or within 3 months of joining).

Key Skills & Competencies

• Investment Advisory, Mutual Funds, PMS, AIF, Fixed Income, Bonds, MLDs, Unlisted Equity, Portfolio Management, Client Relationship Management, Sales, Compliance.

Interested candidates can share their resumes at [email removed] or contact on-[phone removed]