Investment Councellor - Mutual Fund Firm (5-10 yrs)

Investment Councellor - Leading Mutualfund firm-Bangalore

Job Overview: We are seeking a knowledgeable and client-focused Investment Counselor to join our team. The ideal candidate will possess a deep understanding of investment strategies, financial markets, and client relationship management. The Investment Counselor will be responsible for advising clients on investment opportunities, developing customized financial plans, and ensuring their investment portfolios align with their financial goals.

Key Responsibilities:

- Client Advisory: Provide personalized investment advice and portfolio management to individual and institutional clients. Analyze clients' financial situations and recommend suitable investment strategies.

- Portfolio Management: Develop, implement, and monitor investment portfolios based on clients' risk tolerance, financial goals, and market conditions.

- Market Analysis: Conduct thorough research and analysis of financial markets, economic trends, and investment products to provide informed recommendations.

- Financial Planning: Create detailed financial plans, including retirement, tax, estate, and risk management strategies.

- Client Relationship Management: Build and maintain strong relationships with clients, addressing their needs, concerns, and financial goals. Schedule regular meetings to review portfolio performance and adjust strategies as needed.

- Compliance: Ensure all investment advice and transactions comply with regulatory requirements and internal policies.

- Sales and Business Development: Identify and pursue new business opportunities, including acquiring new clients and expanding existing relationships.

- Reporting: Prepare and present detailed reports on investment performance, market conditions, and strategic recommendations.

Qualifications:

- Bachelor's degree in Finance, Economics, Business Administration, or a related field. Advanced degree (e.g., MBA) or professional certifications (e.g., CFA, CFP) preferred.

- Proven experience as an Investment Counselor or similar role in financial services.

- Strong understanding of investment products, financial markets, and portfolio management.

- Excellent analytical skills and the ability to interpret complex financial data.

- Exceptional interpersonal and communication skills, with the ability to explain complex financial concepts in a clear and understandable manner.

- Demonstrated ability to build and maintain client relationships.

- Proficiency in financial software and tools, including investment research platforms and portfolio management systems.

- Knowledge of regulatory requirements and compliance issues related to investment counseling.

If keen , immediately whatsapp me@7299993116 / Ananthi Prasad