Wealth Manager

Full-time Advertising, Marketing, Promotions, Public Relations, and Sales Managers

Job Description

Role / Job Title: Investment Counsellor
Department: Wealth Management – Sales
Location: Chennai , Ahmedabad, Delhi , Mumbai , Bangalore

Key Roles & Responsibilities
A. Investment & Portfolio Management
• Review and analyze clients’ existing investment portfolios to ensure alignment with risk profile, investment horizon, and changing market conditions.
• 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 while ensuring suitability and long-term value creation.
• Identify dormant or under-invested client portfolios and work with Relationship Managers to improve engagement and investment penetration.
B. RM & Branch Enablement
• Partner closely with Branch RMs, PBG RMs, VRMs, and branch teams to strengthen investment conversations and client engagement.
• Support RMs in client...