Job Title: Investment Counsellor Wealth Products

Department: Investment Products / Wealth Management

Role Overview

- We are looking for an Investment Counsellor Wealth Products to support Relationship Managers (RMs) in identifying, positioning, and converting suitable investment solutions for clients.
- The role will act as a bridge between the Sales, Product, and AMC/Product Partner teams, providing
- product expertise, investment insights, and sales support to help RMs effectively communicate and execute wealth product opportunities.
- The individual will work closely with RMs and clients to understand investment requirements, articulate product propositions, and support the investment decision-making process.

Key Responsibilities 1. RM & Sales Support

- Work closely with RMs to identify suitable investment opportunities based on client requirements, portfolio objectives, and risk profiles.
- Support RMs in positioning and selling wealth products including Mutual Funds, PMS, AIFs, Fixed Income, Structured Products, and other investment solutions.
- Participate in client meetings along with RMs to explain investment products, strategies, risks, and suitability.
- Assist RMs in converting product opportunities into actual investments through effective product articulation and solution-based conversations.
- Provide timely responses to product-related queries raised by RMs and clients.
- Conduct product training and regular knowledge sessions for RMs and sales teams.

2. Investment Product Advisory & Communication

- Develop a strong understanding of investment products, including investment strategies, portfolio construction, performance, risks, and suitability.




- Translate complex investment concepts into simple, effective, and client-friendly communication.
- Prepare product pitches, talking points, product comparisons, FAQs, and sales enablement material.
- Provide market and product insights to RMs to help identify relevant client opportunities.
- Stay updated on market developments, product performance, and changes in investment strategies.

3. Product Team & AMC Liaison

- Act as a key interface between the Sales team, Product team, and AMCs/product partners for day to-day product-related requirements.
- Coordinate with the Product team and AMCs to obtain product information, market updates, portfolio insights, performance updates, and other inputs required by RMs.
- Communicate sales feedback, client requirements, objections, and market observations to the Product team and relevant AMCs.
- Coordinate with AMCs and product partners for product updates, webinars, training sessions, and knowledge-sharing initiatives.
- Identify gaps in the existing product suite based on client requirements and market feedback.
- Support the Product team in understanding market demand and improving product positioning.

4. Business & Market Intelligence

- Track product trends, competitor offerings, market developments,



and client preferences.
- Identify potential opportunities for specific products across the RM/client base.
- Support RMs in prioritizing high-potential investment opportunities.
- Capture feedback from the sales network and use it to improve product communication and sales strategies.

Eligibility

- Bachelor's or Master's degree in Finance, Commerce, Economics, Business Administration, or a related discipline.
- 2-5 years of relevant experience in Wealth Management, Investment Products, Asset Management, Private Banking, Financial Advisory, or a similar role.
- Strong understanding of investment products and capital markets.

Desired Skills

- Strong knowledge of Mutual Funds, PMS, AIFs, Fixed Income, Structured Products, and other wealth management solutions.
- Excellent product presentation and client communication skills.
- Ability to explain complex investment concepts in a simple and compelling manner.
- Solid relationship management and stakeholder management skills.
- Good understanding of portfolio construction, risk profiling, and asset allocation.
- Strong sales orientation with the ability to influence and enable RMs without necessarily owning the client relationship.
- Good proficiency in MS PowerPoint and MS Excel.

Preferred Qualifications

- NISM certifications relevant to Mutual Funds, PMS, AIFs, or other investment products.
- CFA, CFP, MBA/PGDM (Finance), or equivalent qualifications will be an advantage.
- Experience working with HNI/UHNI clients, Private Banking, Wealth Management, or Family Office businesses will be preferred.

📌 Wealth Investment Counsellor (Karol Bagh)
🏢 SMC Investments
📍 Karol Bagh