Job Description
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 ...