Function:

Investment Counsellor- Alternate Products

Location:

Kolkata

Description:

Role Overview:

The Investment Counsellor will be responsible for engaging partners and clients on alternate investment opportunities such as AIFs, PMS, private equity, venture capital, structured products, and other non-traditional asset classes. The role involves partner as well as client engagement, portfolio advisory, product positioning, and driving allocations into alternate assets in line with client goals and risk appetite.

Key Responsibilities:

Client Advisory

Engage with partner to understand their alternate product requirements.

Recommend suitable alternate investment strategies and products

Provide ongoing portfolio reviews and advisory support

Product Expertise

Develop deep understanding of AIFs (Category I, II, III), PMS, PE/VC funds.

Evaluate fund performance, strategy, risk metrics, and market positioning

Stay updated on regulatory developments (SEBI, tax implications, etc.)

Sales & Business Development

Drive Partner acquisition and AUM growth in alternate investments

Work closely with relationship managers and distribution partners

Conduct client meetings, presentations, and product pitches





Market Insights

Track macro trends, market cycles, and opportunities in alternates.

Share insights with Partners/clients and internal teams

Position alternates within overall asset allocation frameworks

Stakeholder Management

Coordinate with product teams, fund managers, and operations.

Support onboarding, documentation, and execution processes

Desired Profile:

Key Requirements:

Education: MBA (Finance) / CA / CFA preferred

Knowledge: Strong understanding of alternate asset classes and capital markets

Skills:

Client relationship & communication skills

Analytical and presentation abilities

Sales orientation with advisory mindset

Key Competencies

Ability to simplify complex investment products

High conviction and consultative selling approach

Result-driven with robust ownership

KPIs / Success Metrics

AUM mobilization in alternate assets

Partner Engagement & retention

Revenue generation

Experience:

4–10 years in wealth management, alternates, PMS/AIF distribution, or institutional sales

Apply To:

[email protected]

📌 Investment Counsellor- Alternate Products (India)
🏢 Prudent Corporate Advisory Services
📍 India