Role/Job Title: Investment Counsellor
Department: Wealth Management > Sales
Job Purpose:
Reputed Bank is seeking a highly motivated and experienced Investment Portfolio Counsellor.
As a leading financial institution, we are committed to providing our clients with the best
investment solutions and services. We are looking for a energetic individual who is passionate
about wealth management and has a strong understanding of the financial market.
Key Roles & Responsibilities
A. Investment & Portfolio Management
•
Review and analyze clients existing portfolios to ensure alignment with risk profile,
investment horizon, and changing market conditions
• Support branch teams in conducting structured portfolio reviews and investment
discussions with clients.
• Recommend portfolio rebalancing and tactical investment actions in line with market
outlook and approved bank investment frameworks
• 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, ensuring
suitability and long-term value creation.
• Identify dormant or under-invested client portfolios and work with RMs to improve
engagement and investment penetration.
• Contribute to revenue growth while maintaining strong advisory quality metrics.
B. RM & Branch Enablement
• Partner closely with branch and 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 support for the frontline teams within allocated
geography/portfolio.
C. Product & Market Expertise
•
Maintain deep understanding of s wealth product suite including mutual
funds, LAS, PMS, AIFs, fixed income, insurance, and alternates (as applicable).
• Stay updated on market trends, economic indicators, regulatory developments, and internal
investment views.
• Translate investment research and market insights into actionable client-level
recommendations.
D. Compliance, Quality & Governance
•
Ensure strict adherence to regulatory guidelines, internal policies, and
ethical advisory standards.
• Maintain high levels of process hygiene, documentation accuracy, and audit readiness.
• Support resolution of compliance observations and proactively mitigate advisory and
operational risks.
• Embed a customer-first, transparent, and suitability-driven advisory approach always.

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, products, and
investment execution.
• Work with RMs to strengthen client retention and long-term trust.
F. MIS & Performance Discipline
• Maintain accurate records of client interactions, portfolio reviews, and investment
recommendations.
• Track and monitor key business parameters such as AUM movement, product mix, and
advisory quality metrics.
• Support management reporting and review forums.
Education Qualifications:
• Post Graduation: Any (MBA / Finance preferred)
• Mandatory / Preferred Certifications: AMFI, NISM (as applicable), CFP / CFA preferred
Work Experience:
• Relevant Work Experience

📌 Investment Counselor (Kanpur)
🏢 Vrinda Global
📍 Kanpur