Wealth Manager

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-share enhancement through robust investment solutioning. • Participate in joint client meetings, investment clinics, and branch-level initiatives to drive wealth business outcomes. • Act as the primary investment advisory support for frontline teams within the allocated geography or portfolio. C. Product & Market Expertise • Maintain strong understanding of the wealth product suite including Mutual Funds, LAS, PMS, AIFs, Fixed Income, Insurance, and Alternate Investments (as applicable). • Stay updated on market trends, economic indicators, and regulatory developments. • Translate investment research and market insights into actionable, client-level recommendations. E. Customer Experience & Relationship Management • Enhance overall client experience by enabling informed, timely, and consistent investment engagement. • Support resolution of client queries related to portfolio performance, investment products, and execution. • Work with Relationship Managers to strengthen client retention and long-term relationships. F.

MIS & Performance Discipline • Maintain accurate records of client interactions, portfolio reviews, and investment recommendations. • Track and monitor key business parameters such as AUM movement, product mix, and advisory quality metrics. • Support management reporting and review forums. Education & Certifications • Post-Graduation: Any (MBA / Finance preferred) • Mandatory / Preferred Certifications: o AMFI o NISM (as applicable) o CFP / CFA. Thanks