Investment Counsellor – Alternate Products

Prudent Corporate Advisory Services Ltd is urgently hiring for the post of Investment Counsellor – Alternate Products.

Location : Multiple locations in South

Experience Required : Min 4 Years

Key Responsibilities :

Client Advisory

• Engage with partner to understand their alternate product requirements.
• Recommend suitable alternate investment strategies and products
• Provide ongoing portfolio reviews and advisory support

Product Expertise

• Develop deep understanding of AIFs (Category I, II, III), PMS, PE/VC funds.
• Evaluate fund performance, strategy, risk metrics, and market positioning
• Stay updated on regulatory developments (SEBI, tax implications, etc.)

Sales & Business Development

• Drive Partner acquisition and AUM growth in alternate investments
• Work closely with relationship managers and distribution partners
• Conduct client meetings, presentations, and product pitches

Market Insights

• Track macro trends, market cycles, and opportunities in alternates.
• Share insights with Partners/clients and internal teams
• Position alternates within overall asset allocation frameworks

Stakeholder Management

• Coordinate with product teams, fund managers, and operations.
• Support onboarding, documentation, and execution processes

Skills:

• Client relationship & communication skills
• Analytical and presentation abilities
• Sales orientation with advisory mindset

Interested candidates can share their updated resume on [HIDDEN TEXT]