Senior Portfolio Counsellor

Key Responsibilities:

• Assist Relationship Managers in managing Investment Portfolios of HNI Families
• Achieve desired investment returns for clients through investment strategies and market analysis
• Develop and implement a comprehensive risk management plan for client portfolios
• Maintain high levels of client satisfaction and loyalty through effective communication and regular portfolio reviews
• Identify and develop new business opportunities to grow Companys AUM
• Adhere to all regulatory guidelines and company policies related to portfolio management
• Collaborate with team members to deliver high-quality services to clients
• Mentor and train junior team members to enhance their skills

Qualification Required:

• Education: MBA Finance, CA, CFA, or FRM

• Work Experience: 7 to 10 years of relevant work experience as a portfolio counsellor or Relationship Manager in the HNI vertical for NRI and Domestic clients (Note: Additional details about the company were not provided in the job description) Role Overview: You will be working as a Senior Portfolio Counsellor at EWPL, where your main responsibility will be to assist Relationship Managers in managing Investment Portfolios of HNI Families. You will need to achieve the desired investment returns for clients by creating and implementing investment strategies, conducting market research and analysis, selecting appropriate investment vehicles, monitoring portfolio performance, and making necessary adjustments to ensure alignment with client's goals and risk tolerance. Additionally, you will be expected to develop and implement a comprehensive risk management plan, maintain a high level of client satisfaction and loyalty through effective communication and regular portfolio reviews, identify and develop new business opportunities, adhere to all regulatory guidelines and company policies, collaborate with other team members, and mentor and train junior team members to enhance their skills. Key Responsibilities: