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 ...