Investment Counselor- Mumbai ( Borivali)

Job description

Asset Allocation • Assist in the investment portfolio asset allocation of customers. • Allocation between different asset classes & subclasses. • Decisions on products with the asset / sub-asset class. • Meeting / interaction with the respective RM and the client Portfolio Monitoring / Review • Monitor specific portfolios (HNWIs / Corporates) • Reallocate these portfolios as and when requirement for risk management or sales opportunity comes up. Economics & Product Expertise • Coach RM teams on latest products and research available • Conduct the market update calls for the RMs on a regular basis • This will require being completely updated on the latest market trends (macro, sectoral, domestic, global); is not required to do his own research and only takes the view of the internal research experts. Investment Product Research • Source / Evaluate (due diligence) investment products for distributing to the HNW client base of the bank • Client calls (along with the RM) to educate, provide details and source investments in these products • Regular interaction with the product providers for product updates, market feedback, etc. and internally communicate the same