Investment Counsellor

Position Purpose
To spearhead achievement of third party product business in the branch . The primary responsibility of the
Investment Counsellor is to drive third party product business through Relationship Managers who are responsible
for cross-selling / up-selling / to the existing customer base of Sharekhan as well as acquiring new customers for the
organization. The Investment Counsellor will report to the City Head of the Segment.

Direct Responsibilities
Ownership of the Asset Gathering Target of the location
Driving Investment Product Sales through Wealth Relationship Managers and Business Development
Relationship Managers.
Increasing AUM of the location
Penetration of existing client base for creating new investors in MF/Investments from existing client base
Ensuring better client experience both by qualitative and quantitative interventions
Assist in investment portfolio asset allocation of customers
Portfolio Monitoring/Review
Reallocation of portfolios as and when required for risk management or sales opportunities.
Coach Asset RM and Business Development RM teams on latest products
Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis
Client Calls (along with RMs) to educate provide details and source investment in these products
Regular interaction with the product providers for product updates market feedback etc and internally
communicate the same
Net large client growth (clients >50 lacs INR Assets)
Product Activation - PMS / AIF

Technical & Behavioural Competencies
Excellent knowledge about the diverse investment products and well updated with the market information
Ability to co-ordinate with different teams

Strong analytical skills to interpret business information
Strong communication & written skills
Fluency in local language is an added advantage
Excellent interpersonal skills and team management skills
Should be a good team leader
Highly self -motivated
Willingness to learn and adapt

Specific Qualifications (if required)
Graduate / Postgraduate or an MBA
Relevant NISM and other Certifications
5 years plus work experience in the financial services industry

Required Skills:

Mutual FundsCross SellingUp SellingPMSAIF