Investment Counsellor is a specialist role who will partner with the sales team to upgrade and leverage business from the key customer segments. Some of the significant deliverables for the role are as follows:

1. Product specialist for each zone – one stop for all product related pitches and queries
2. Fill in for Fund Managers as and when required in interactions with Distribution / partners
3. Adopt the top relationships in each zone for detailed insights and performance management
4. Enhance team knowledge through repeated engagements and gamification of information
5. Provide Investment Advise-Offer tailored investment strategies based on customers financial goals, risk tolerance and market conditions. Products include MF with focus on PMS,AIF’s and Passives.
6.



Support Business Development-Identify opportunities to expand alternatives & passives strategies.
7. Collaborate with Internal Teams-work with analytics and relationship managers, channel heads to deliver holistic solutions.
8. Conduct Training Sessions and Huddles for internal Sales Teams and distributors to upgrade knowledge on products.
9. Product Pitching -Develop and implement a common pitch for specific products, ensuring consistent communication across the zone.
10. Market Intelligence-Gather feedback on competitor products, positioning and market trends to inform the investment team.

📌 Zonal Investment Counsellor - Retail Sales - Lucknow
🏢 Financial services
📍 Lucknow