Investment Counsellor

7.00 to 10.00 Years Mumbai City 26 Jan, 2023

Job Location	Mumbai City
Education	Not Mentioned
Salary	Not Disclosed
Industry	Banking / Financial Services
Functional Area	Investment Banking / M&A
EmploymentType	Full-time

Job Description

- Working closely with Sr. Banking Partner/ Premier Banking Partner- Pioneer across Mumbai to construct and review portfolios under advisory mandate.- Supporting RMs in activating clients under advisory services - Maintaining client portfolios, conducting periodic reviews and recommending new product ideas. - Understanding and profiling clients risk appetite, accordingly advise on investment opportunities. - Updating portfolio and balancing it whenever required based on market dynamics. - Creating investment proposals basis house view and recommending to the client. The proposals are documented and strictly adhered to the banks compliance. - Internally, liaising with the product, research and Investment Strategy team and fund managers on developments. - Understanding of wide product categories such as Mutual Funds, Structures, PMS, Bonds, Private Equity, Non-Convertible Debentures, Real Estate and RE Funds, etc.,

Keyskills :
mutual fundsproduct categoriespremier bankingfixed income derivativesasariskadvisory servicessalesmarketingprivate equityresearchpmscustomer relationsrms

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Investment Counsellor

Job Description

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