Investment Counsellor - Mumbai, India - Torus Wealth Private Limited

Torus Wealth Private Limited
Torus Wealth Private Limited
Verified Company
Mumbai, India

3 weeks ago

Deepika Kaur

Posted by:

Deepika Kaur

beBee Recuiter
Description

Create customized investment proposals for private banking clients based on a combination of in-house asset allocation framework, model portfolios and investor biases.


  • Conduct portfolio review for prospects/existing clients to align portfolios to stated mandates as well as find cross sell opportunities.
  • Automating proposal formats for standardized proposals
  • Assist RMs in client meetings to present investment proposals/pitch investment products.
  • Be responsible for RM targets and help them achieve the same.
  • Have knowledge of products across MF, PMS, AIF, Structures, BOA, Insurance etc.
  • Assist in noncore products like LAS, Insurance, Estate Planning
  • Assist in setting up the Investment Advisory vertical for the business
  • Create customized investment proposals for private banking clients based on a combination of inhouse asset allocation framework, model portfolios and investor biases.
  • Conduct portfolio review for prospects/existing clients to align portfolios to stated mandates as well as find cross sell opportunities.
  • Automating proposal formats for standardized proposals
  • Assist RMs in client meetings to present investment proposals/pitch investment products.
  • Be responsible for RM targets and help them achieve the same.
  • Have knowledge of products across MF, PMS, AIF, Structures, BOA, Insurance etc.
  • Assist in noncore products like LAS, Insurance, Estate Planning
  • Assist in setting up the Investment Advisory vertical for the business

Job Types:
Full-time, Regular / Permanent


Salary:
₹190, ₹200,000.00 per month


Benefits:


  • Provident Fund

Schedule:

  • Day shift

Ability to commute/relocate:

  • Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (required)

Education:


  • Bachelor's (preferred)

Experience:

- total work: 8 years (preferred)

  • Counselling: 1 year (preferred)
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