Job Details

Investment Advisor

Grade: Manager/Chief Manager II

Job Description

  • 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;
  • AMFI and IRDA certification and registration for marketing mutual fund and insurance products in addition to NISM Advisor certification (I & II).


Educational Qualification:

  •  Graduate and Post graduate with 4 to 10 years of work experience



Min Exp (yrs):


Max Exp (yrs):


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