Investment Counsellor - Bengaluru, India - Change Leader

Change Leader

Verified Company

Bengaluru, India

1 week ago

Posted by:

Deepika Kaur

beBee Recuiter

Description

JOB DESCRIPTION

Investment Counsellor

Experience:
years

Location:
Bangalore

Primary Skills:
Advisory across fixed income, Equity, Hybrid, Capital Structuring, Private Equity

Job Role -

Assist in raising funds from HNI / UHNI clients with Technical & Fundamental research for equities and advising the same to clients mapped to the wealth managers.
Regular meetings with Active clients, converting the dormant clients into active along with respective wealth manger.
Regular regional visit for HNI client meetings, seminar/events.
Send across research reports to current and prospective clients and assisting in writing quarterly client newsletters.
Provide investment support, education and guidance to clients, prospects and Relationship Managers.
Provide updates on investment opportunities to clients and Relationship Managers.
Maintain current knowledge of competitors investment capabilities, product offering and pricing policies