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We are seeking a dynamic and experienced Investment Counsellor to join our team. As an Investment Counsellor, you will be responsible for providing sophisticated investment advice and curated solutions to HNI/UHNI clients. The ideal candidate will possess a deep understanding of financial markets, a proven track record in managing investment portfolios, and exceptional interpersonal skills to build strong client relationships..

Job Description

Key Responsibilities:

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Develop and maintain strong, trusted relationships with HNI/UHNI clients.

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Understand clients' financial objectives, risk tolerance, and investment preferences to tailor personalized investment strategies/portfolios.

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Provide ongoing communication and proactive updates to clients regarding portfolio performance, asset allocation and market developments to identify opportunities & risks.

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Stay abreast of industry best practices, regulatory changes,



and emerging investment trends to provide informed advice and creative solutions to clients.

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Acquire new clients (via references from existing clients & open market) and Increase engagement of existing clients by providing complete financial planning solutions & portfolio reviews.

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Accountable to achieve annual targets on AUM & revenue in the respective geography. Aiming for consistent growth of customer wallet share and book size.

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7. Participate in client meetings, presentations, and educational seminars to showcase the firm's capabilities and expertise.

Designation

Investment Counsellor

Key Skills

Banking and FinanceCustomer HandlingMutual Fund Sales

Industry

Banking & Financial Services

Functional Area

Banking & Financial Services

Employment Type

Full Time

Education

Masters/Post-Graduation

Job Type

Work From Office

📌 Investment Counsellor (Thiruvananthapuram)
🏢 Huntsmen and Barons
📍 Thiruvananthapuram