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zecruites indusry

Investment Counsellor (Customer Relationship)/ 98 days ago

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Job Preference:

Professionals with experience in banks or wealth management firms, providing investment advisory and portfolio management support to HNI/Ultra-HNI clients.

Qualification:

Any Graduate, Any Post Graduate

Job Description:

Key Responsibilities:

  • Provide portfolio advisory and asset allocation recommendations aligned with client goals and risk profiles.

  • Conduct research-driven investment recommendations across mutual funds, PMS, AIFs, and other asset classes.

  • Partner with Relationship Managers/Private Bankers to develop and execute client investment strategies.

  • Monitor portfolio performance and provide regular reviews and insights.

  • Stay updated on market trends, products, and regulatory developments.

Skills:

Qualifications:

  • Certifications: NISM Series V-A (Mutual Fund) mandatory; CFP preferred.

  • Strong understanding of capital markets, investment products, and financial planning principles.

  • Excellent analytical, communication, and presentation skills.

Job Information

  • Date Posted
    October 23, 2025
  • Location
    Vidyanagari, Mumbai
  • Job Title
    Investment Counsellor
  • Experience
    7 To 8 Year
  • Age
    0 To 0 Year
  • Gender
    Both
  • Offered Salary
    10 To 15 INR Lacs