J M Financial Ltd.
Mumbai – www.jmfl.com – 22/11/2021
Salary – 12 to 15 LPA
Job Title
Investment Counsellor
Company Profile
- JM Financial is one of India’s prominent financial services groups, specialising in providing a spectrum of businesses to corporations, financial institutions, high net-worth individuals and retail investors.
Job Profile & Responsibilities
- Understand client risk and return profile, identify investment opportunities, provide suitable solutions and ensure periodic investment portfolio review.
- Keep abreast with developments in global markets, investment products and opportunities Liaise with central research / advisory / product teams / business divisions for identifying opportunities to cater to clients requirements.
- Act as an RM in circumstances where the RM is unable attend to the clients. Assist RM in acquiring clients.
- Share with the client or prospective client house views on various asset classes; and explain the rationale Fee income generation through constant interactions with Relationship Manager and Client.
- Competition mapping and augmenting new product development Showcase investment products to clients which may be of interest for them or which are on the approved list.
- Explaining key risks and other features of products in which the client wishes to invest and updating the client on the same post sales.
- Assist the client in aligning his investments as per his needs and risk appetite in line with dynamic asset allocation.
- Organizing calendarized events for client and sales team engagements for Third Party products distribution.
- AMFI and IRDA certification and registration for marketing mutual fund and insurance products in addition to NISM Advisor certification (I II).
Preferred Qualifications
- Graduate or post graduate.
Desired Candidate Profile
- 4 to 10 years of relevant work experience.
