Asset 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

📌 Investment Counselor (Pune)
🏢 Axis Bank
📍 Pune