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