Investment Counsellor

We are seeking a dedicated Investment Counsellor to join our team in Karnataka or Tamil Nadu. The ideal candidate will have a strong background in investment advisory and wealth management, with a focus on mutual funds and portfolio management. As an Investment Counsellor, you will be responsible for building and maintaining client relationships, providing tailored investment solutions, and guiding high-net-worth individuals (HNIs) in their financial journeys.

Key Responsibilities:

• Develop and maintain strong relationships with clients, understanding their financial goals and investment needs.
• Provide expert advice on mutual funds, portfolio management, and investment strategies.
• Conduct regular reviews of client portfolios and recommend adjustments as necessary to align with market trends and client objectives.
• Collaborate with internal teams to ensure the delivery of high-quality service and support to clients.
• Stay updated on market developments, investment products, and regulatory changes to provide informed advice.
• Achieve sales targets and contribute to the overall growth of the business.

Required Skills:

• Strong knowledge of investment advisory and wealth management principles.
• Experience with mutual funds and portfolio management.
• Excellent client relationship management skills.
• Proven sales ability and a results-oriented mindset.
• Strong communication and interpersonal skills.
• Ability to work independently and as part of a team.

If you are passionate about helping clients achieve their financial goals and have the skills and experience we are looking for, we encourage you to apply for this exciting opportunity.