Job Description
Job Description Role / Job Title: Investment Counsellor Department: Wealth Management – Sales Location: Chennai , Hyderabad, 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 acquisition, relationship deepening, and wallet...