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 chance 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 (India)
🏢 Axis Bank
📍 India