Job Description
Role / Job Title: Investment Counsellor
Department: Wealth Management – Sales
Location: Chennai , Hyderabad, Delhi , Mumbai , Bangalore
Key Roles & Responsibilities
A. Investment & Portfolio Management
• Review and analyze clients’ existing investment portfolios to ensure alignment with risk profile, investment horizon, and changing market conditions.
• Drive sustainable AUM growth through structured advisory, portfolio activation, and deepening of existing client relationships.
• Support cross-sell and up-sell of approved wealth and investment products while ensuring suitability and long-term value creation.
• Identify dormant or under-invested client portfolios and work with Relationship Managers to improve engagement and investment penetration.
B. RM & Branch Enablement
• Partner closely with Branch RMs, PBG RMs, VRMs, and branch teams to strengthen investment conversations and client engagement.
• Support RMs in client acquisition, relationship deepening, and wallet-share enhancement through robust investment solutioning.




• Participate in joint client meetings, investment clinics, and branch-level initiatives to drive wealth business outcomes.
• Act as the primary investment advisory support for frontline teams within the allocated geography or portfolio.
C. Product & Market Expertise
• Maintain robust understanding of the wealth product suite including Mutual Funds, LAS, PMS, AIFs, Fixed Income, Insurance, and Alternate Investments (as applicable).
• Stay updated on market trends, economic indicators, and regulatory developments.
• Translate investment research and market insights into actionable, client-level recommendations.
E. Customer Experience & Relationship Management
• Enhance overall client experience by enabling informed, timely, and consistent investment engagement.
• Support resolution of client queries related to portfolio performance, investment products, and execution.
• Work with Relationship Managers to strengthen client retenti

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