Investment Counsellor

Company Name : Religare Broking Limited

Job Title: Investment Counsellor (Wealth Management)

Grade: Deputy Manager/Manager

Type of role: Individual

CTC : Upto 10 Lakhs (CTC +L&D+ Bonus)

Number of vacancies : 14

Qualification : B.com/MBA Finance/PGDM with CFP Certification

Role : IC Role

Key Competencies: An Investment Counsellor combines strong financial acumen with client focused advisory skills to deliver tailored investment strategies. Key competencies include deep knowledge of markets and financial products, effective communication, ethical integrity, and strong analytical thinking. The role demands the ability to manage client relationships, assess risk, solve problems efficiently, and stay current with industry trendsall while maintaining high standards of professionalism and time management.

Key Performance Indicators

• Provide Investment Advice Offer tailored investment strategies based on clients' financial goals, risk tolerance, and market conditions.
• Manage Client Portfolios Monitor, review, and adjust investment portfolios to ensure optimal performance.
• Build and Maintain Client Relationships Develop long-term trust with clients through consistent communication and service.

• Conduct Financial Assessments Analyze clients financial positions to recommend suitable investment opportunities.
• Stay Informed on Market Trends Monitor financial markets, economic indicators, and industry news to guide investment decisions.
• Educate Clients Help clients understand their investments, risks, and market developments.

• Ensure Regulatory Compliance Adhere to financial regulations, ethical standards, and internal policies.
• Prepare Reports and Documentation Generate performance reports, investment summaries, and regulatory documents.
• Collaborate with Internal Teams Work with analysts, product specialists, and relationship managers to deliver holistic solutions.
• Educate Clients Help clients understand their investments, risks, and market developments.
• Support Business Development Identify opportunities to expand client relationships and attract new clients.

• Previous experience in investment advisory, portfolio management, or financial services is highly preferred.
• Proven track record of managing client portfolios and achieving financial goals.

• Financial Knowledge:
• In-depth understanding of financial markets, investment products, portfolio management, and economic principles.
• Analytical Skills:
• Ability to analyze financial data and trends to make informed investment recommendations.
• Communication
• Strong verbal and written communication skills for explaining complex financial concepts in a simple manner to clients.
• Client Relationship Management:
• Ability to build, maintain, and strengthen long-term relationships with clients.
• Problem-Solving:
• Capable of assessing situations, identifying challenges, and providing strategic solutions.
• Sales and Business Development:
• Ability to market investment products and grow a client base through proactive outreach.
• Ethical Judgement:
• Strong commitment to ethical standards and regulatory compliance in all dealings
• Risk Management:
• Skill in assessing investment risks and ensuring that portfolios align with clients risk tolerance.
• Time Management:
• Ability to manage multiple clients, deadlines, and tasks efficiently
• Technology Proficiency:
• Familiarity with financial software, portfolio management tools, and data analysis platforms.

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Hiring Manager Details

Gopika Malhotra

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