I nvestments Counselor manages the sales team of Affluent resources for each circle. This team will comprise of resources, whose focus will be to ensure delivery of the Investments & Insurance Fee Plan for the Affluent segment across their circles, drive growth in AUMs, drive portfolio actions, ensure implementation and regular review of all control parameters, monitor trends on sales across their circles, manage large and critical key client relationships along with the Affluent team. They also focusses on NOA to ensure regular and quality increase in their segment of Affluent clients and ensures upskilling for the entire Affluent team in their circles.Key ResponsibilitiesAsset 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 prospect 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

QualificationsOptimal qualification for success on the job is:

- Graduation/Post-Graduation from a recognized institute
- one or more of the following: MBA (Finance), CA, CFA, CFP
- Overall experience of up to 7 years in financial markets including debt, equity, mutual fund AMCs, etc. or in asset allocation and investment management of HNI customers

📌 Investment Counselor-Kerela (Thrissur) (Kerala)
🏢 Axis Bank
📍 Kerala