Investment Portfolio Counsellor Business: Retail Banking Function/ Department: Wealth Management Place of work: PAN India Job Purpose Provide advice and guidance related to financial investments Educate clients about range of investment products and services and recommend options that might best serve their particular financial objective. Roles & Responsibilities Driving investment product advisory through sales team Educate client about various investment options and potential risks involved Ownership of the investment target of the cluster / location that they are mapped to Increase AUM base Penetration of client base for creating new investors in MF / investments from existing client base Portfolio monitoring, rebalancing & reviews Secondary Responsibilities Research and analyze investments, strategies and market conditions to determine which investment option is most appropriate To combine analytical ability, comprehensive fiscal knowledge and customer service skills to help clients define and reach their financial goals Increase in (Investment Products) productivity of RMs Ensuring better client experience both by qualitative and quantitative subventions Managerial & Leadership Responsibilities Liaise with various stake holders with in the bank Coordination with RMs to convert client and increase AUM base Key Success Metrics Strong domain knowledge of the investments, capital markets, distribution / channel management Good communication skills Able to judge product suitability for clients Ability to work with people / team Additionally, candidates need to be highly self-motivated, disciplined and creative with a very strong entrepreneurial spirit, integrity and responsiveness to client needs.