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‚Äôs 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.
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