Group Investment Counsellor, Vadodara

Job Title:

Regional  Wealth & Investment Strategist

Date:

   August 2025

Department:

Branch Business

Location:

Ahmedabad

Sub Department

Regional Head - SI

Reports to:

(Direct)

Zonal Head/Group Head 

Grade:

(if applicable)

(Functional)

NA

People Management

Responsibility (Y/N)

No

Number of Direct Reportees:

NA

Position Purpose

To spearhead achievement of third party product business in the branch . The primary responsibility of the Investment Counsellor is to drive third party product business through Relationship Managers who are responsible for cross-selling / up-selling / to the existing customer base of Sharekhan as well as acquiring new customers for the organization. The Investment Counsellor will report to the City Head of the Segment.

Responsibilities

Direct Responsibilities

• Ownership of the Asset Gathering Target of the Zone & assigned territory

• Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers.

• Increasing AUM of the location

• Penetration of existing client base for creating new investors in MF/Investments from existing client base

• Ensuring better client experience both by qualitative and quantitative interventions

• Assist in investment portfolio asset allocation of customers

• Portfolio Monitoring/Review

• Reallocation of portfolios as and when required for risk management or sales opportunities.

• Coach Asset RM and Business Development RM teams on latest products

• Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis

• Client Calls (along with RMs) to educate provide details and source investment in these products

• • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same

• Net large client growth (clients >50 lacs INR Assets)

• Product Activation – PMS / AIF

Technical s Behavioural Competencies

Excellent knowledge about the diverse investment products and well updated with the market information

• Ability to co-ordinate with different teams

• Strong analytical skills to interpret business information

• Strong communication C written skills

• Fluency in local language is an added advantage

• Excellent interpersonal skills and team management skills

• Should be a good team leader

• Highly self –motivated

• Willingness to learn and adapt

Specific Qualifications (if required)

• Graduate / Postgraduate or an MBA

• Relevant NISM and other Certifications

• 7 years plus work experience in the financial services industry

Skills Referential

Behavioural Skills: (Please select up to 4 skills)

Ability to collaborate / Teamwork

Decision Making

Personal Impact / Ability to influence

Client focused

Transversal Skills: (Please select up to 5 skills)

Analytical Ability

Ability to inspire others C generate people's commitment

Ability to develop others C improve their skills

Ability to develop and leverage networks

Good Communication Skill

Ability to manage / facilitate a meeting, seminar, committee, training…

Education Level:

Bachelor Degree or equivalent

Experience Level

At least 7 years

Other/Specific Requirements (if any)

Classification

KPI Items

Sr - IC

Core focus

Overall Branch level Asset target achievement

10%

70% of WRM team to achieve 50% of AGNESLS

20%

Top 50 Client by Asset Ownership and relationship ma nagement

10%

Training & Certification of team (75% team to be certif ied)

10%

Product activation – # of PMS/AIF deals (each Branch t o be activated atleast on 1 PMS/AIF)

10%

Branch level

Zone / Group Profitability

20%

Qualitative Evaluation

GH & ZH Evaluation

20%

Total

100%