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About the Role
Job Description
Role / Job Title: Investment Counsellor
Department: Wealth Management – Sales
Location: Chennai , Ahmedabad, Delhi , Mumbai , Bangalore
Key Roles & Responsibilities
A. Investment & Portfolio Management
• Review and analyze clients’ existing investment portfolios to ensure alignment with risk profile, investment horizon, and changing market conditions.
• Drive sustainable AUM growth through structured advisory, portfolio activation, and deepening of existing client relationships.
• Support cross-sell and up-sell of approved wealth and investment products while ensuring suitability and long-term value creation.
• Identify dormant or under-invested client portfolios and work with Relationship Managers to improve engagement and investment penetration.
B. RM & Branch Enablement
• Partner closely with Branch RMs, PBG RMs, VRMs, and branch teams to strengthen investment conversations and client engagement.
• Support RMs in client...
Role / Job Title: Investment Counsellor
Department: Wealth Management – Sales
Location: Chennai , Ahmedabad, Delhi , Mumbai , Bangalore
Key Roles & Responsibilities
A. Investment & Portfolio Management
• Review and analyze clients’ existing investment portfolios to ensure alignment with risk profile, investment horizon, and changing market conditions.
• Drive sustainable AUM growth through structured advisory, portfolio activation, and deepening of existing client relationships.
• Support cross-sell and up-sell of approved wealth and investment products while ensuring suitability and long-term value creation.
• Identify dormant or under-invested client portfolios and work with Relationship Managers to improve engagement and investment penetration.
B. RM & Branch Enablement
• Partner closely with Branch RMs, PBG RMs, VRMs, and branch teams to strengthen investment conversations and client engagement.
• Support RMs in client...
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