Vice President - Investment Counselor

Investment Counselor - Vice President

Location - Bangalore

Payscale - upto 40 Lakhs + Bonus

NBFC Private wealth platform catering to UHNI Client segment with excellent investment advisory & reputed across india to be one of the best advisory platform

To provide high quality guidance on multiple asset classes to clients

- To take complete ownership of the portfolio

- Monitor portfolio.

- Mail recommendations.

- Trigger transactions.

- Prepare & conduct reviews at agreed upon frequency in the standard template and summarize review points in a mail.

- Reply to any portfolio-related queries e.g. share opinion on 3rd party products.

- Effectively pitch the entire product suite e.g. Direct Eq, Real Estate MLDs, Unlisted, AIFs, etc. Work with private bankers to develop and manage new PC-led client relationships.

- Coach Private bankers on the latest products for effective sales pitch.

- Take active part in the internal forums to jointly arrive at house views across asset classes and formulate appropriate investment strategies.

- Suggest new product ideas to the Investment Committee and participate in ad-hoc projects as appropriate.

- Continually seek to enhance investment platform in line with evolving market developments including automation initiatives, building process efficiencies, and driving changes needed to comply with any regulatory changes.

- Extensive communication and stakeholder management internally across front office & investments team and externally with clients & prospects.

- Managing a healthy relationship with AMCs and organize fund manager interactions.

- Regular interaction with the product providers for product updates, market feedback, etc. and internally communicate the same.

- Ensure that all activities and duties are carried out in full compliance with regulatory requirements.