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
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.
Investment Product Advisory & Communication
Develop a robust understanding of investment products, including investment strategies, portfolio construction, performance, risks, and suitability.
Translate complex investment concepts into straightforward, 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 prospects.
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📌 Wealth Investment Counsellor Karol Bagh
🏢 SMC Investments
📍 Karol Bagh