Investment Counsellor – Bangalore Department: Wealth Management

About the Role
Our Wealth outfit is looking for a customer-focused and knowledgeable Investment Counsellor to provide holistic investment advisory services to existing and assigned clients. The role involves understanding clients' financial goals, recommending suitable investment solutions, conducting regular portfolio reviews, and delivering a best-in-class wealth management experience while ensuring compliance with regulatory and internal guidelines.

Key Responsibilities
* Understand clients' financial goals, investment objectives, and risk appetite to provide suitable investment recommendations.
* Offer investment advisory across a range of wealth management products, including Mutual Funds, Fixed Income, PMS, AIFs, Structured Products, Insurance, and other investment solutions.
* Conduct regular portfolio reviews and recommend portfolio rebalancing based on market conditions and clients' evolving financial goals.
* Build and maintain long-term relationships by providing timely investment insights and proactive financial guidance.
* Work closely with Relationship Managers and internal product teams to deliver customized investment solutions.
* Keep clients informed about market developments, economic trends,



and relevant investment opportunities.
* Ensure all investment recommendations and client interactions are compliant with regulatory requirements and internal policies.
* Coordinate with Operations and other internal teams to ensure seamless execution of investment transactions and superior client service.
* Maintain accurate client records, investment documentation, and CRM updates.
* Achieve assigned advisory, revenue, and portfolio growth objectives through effective client engagement and investment advisory. Desired Candidate Profile
* Bachelor's degree in Finance, Commerce, Business Administration, Economics, or a related field. MBA or relevant postgraduate qualification is preferred.
* NISM, AMFI, CFP, CFA, or other relevant certifications will be an added advantage.
* 3–8 years of experience in Wealth Management, Investment Advisory, Private Banking, Financial Planning, or Investment Counselling.
* Strong understanding of financial markets and wealth management products.
* Excellent communication, presentation, and relationship management skills.
* Ability to provide high-quality investment advice with a solid customer-first approach.
* Strong analytical skills and attention to detail.

📌 Investment Counsellor (Bengaluru)
🏢 Radiate Rays Consultants
📍 Bengaluru