Investment Counselor : Chandigarh

Asset Allocation

• Assist in the investment portfolio asset allocation of customers.
• Allocation between different asset classes & subclasses.
• Decisions on products with the asset / sub-asset class.
• Meeting / interaction with the respective RM and the client

Portfolio Monitoring / Review

• Monitor specific portfolios (HNWIs / Corporates)
• Reallocate these portfolios as and when requirement for risk management or sales opportunity comes up.

Economics & Product Expertise

• Coach RM teams on latest products and research available
• Conduct the market update calls for the RMs on a regular basis
• This will require being completely updated on the latest market trends (macro, sectoral, domestic, global); is not required to do his own research and only takes the view of the internal research experts.

Investment Product Research

• Source / Evaluate (due diligence) investment products for distributing to the HNW client base of the bank
• Client calls (along with the RM) to educate, provide details and source investments in these products
• Regular interaction with the product providers for product updates, market feedback, etc. and internally communicate the same