Job Description

Counsellor - Investment: Investment CounsellorJob Title: Investment CounsellorBusiness Unit: Wealth Management/DistributionLocation: BangaloreInvestment strategy:Define Investment strategy, and asset allocation basis the prevailing market conditions.Up to date with Equity and Debt markets.Product Selection:- Develop and manage the fund selection models.- Product Due diligence to understand the qualitative aspects of the products and download it to the sales team.Financial Planning and Wealth Protection:- Financial goal setting and planning and preparing investment proposals for clients.- Asset allocation and Portfolio construction Strategy Formulation- Portfolio review and rebalancing as and when required.- Engaging with the business Directors and Sales Teams and helping in product penetration via research support.Knowledge Requirement:- Knowledge of all the Asset classes - Equity, Fixed income, Structured Products, Real Estate, Commodities, and International Markets.- In-depth knowledge of Wealth Management products - Mutual Funds, Portfolio Management Service Providers,- Alternative Investment Funds, Listed Investments & Insurance.- Knowledge of taxation, and tax implications for various investment products.- Functional understanding of Research and Portfolio Software like Morning Star, Invest Well, Bloomberg, etc.Behavioral Skills:- Strong analytical and interpretative skills, Integrity, Ability to establish trust, Self-driven, Team Player, Team Management, Networking Ability, Ability to work under time pressure and adhere to deadlines.- Should Lead and Drive the Team toward Organizational Goals.- Set Portfolio Review Standards on Quality and product recommendations.- Actively manage desk risk via strong checks on Risk profiling, Product selection, and portfolio constructionTeam Management:- Strong Analytical, Presentation skills and MIS reporting are required & should be able to present to Senior Management the desk investment policies and strategies.- Ability to read product performances and eye for detailing. Functional and Technical skills to evaluate product and client portfolios and guide the team.- Review Team portfolio presentation month on month. Train team on new concepts and product ideas- Work along with the Sales team and other channels to achieve targeted growth.Technical (Software / IT related) Skills:- Strong Excel workflow and Presentation skills.

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