Role - Investment Counsellor

Location - Bangalore

Mode - WFO - 5 Days

Experience- 5+ years

The role of a Investment Counsellor includes :

Investment strategy:
 Define Investment strategy, and asset allocation basis the prevailing market conditions.
 Up to date with Equity and Debt markets.

Product Selection:
 Develop and manage the fund selection models.
 Product Due diligence to understand the qualitative aspects of the products and download it to the sales team.

Financial Planning and Wealth Protection:
 Financial goal setting and planning and preparing investment proposals for clients.
 Asset allocation and Portfolio construction Strategy Formulation
 Portfolio review and rebalancing as and when required.
 Engaging with the business Directors and Sales Teams and helping in product penetration via research support.

Knowledge Requirement:
 Knowledge of all the Asset classes – Equity, Fixed income, Structured Products, Real Estate, Commodities, and
International Markets.
 In-depth knowledge of Wealth Management products - Mutual Funds, Portfolio Management Service Providers,
Alternative Investment Funds, Listed Investments & Insurance.
 Knowledge of taxation, and tax implications for various investment products.
 Functional understanding of Research and Portfolio Software like Morning Star, Invest Well, Bloomberg, etc.

Behavioral Skills:
 Strong analytical and interpretative skills, Integrity, Ability to establish trust, Self-driven, Team Player, Team
Management, Networking Ability, Ability to work under time pressure and adhere to deadlines.
 Should Lead and Drive the Team toward Organizational Goals.
 Set Portfolio Review Standards on Quality and product recommendations.
 Actively manage desk risk via strong checks on Risk profiling, Product selection, and portfolio construction

Team Management:
 Strong Analytical, Presentation skills and MIS reporting are required & should be able to present to Senior Management
the desk investment policies and strategies.
 Ability to read product performances and eye for detailing. Functional and Technical skills to evaluate product and
client portfolios and guide the team.
 Review Team portfolio presentation month on month. Train team on new concepts and product ideas
 Work along with the Sales team and other channels to achieve targeted growth.

Technical (Software / IT related) Skills:
 Strong Excel workflow and Presentation skills.

About Company-

For nearly a century, the B&K stable has provided a host of services to entities looking to engage in the financial markets. Our commitment to partaking only the best in financial advisory to all factions of the society has led to the germination of B&K Wealth Pvt. Ltd.. At B&K Wealth Pvt. Ltd., we intend to leverage upon our experience of managing over INR 60,000 crores of assets for institutional clients, to create customised and value accretive solutions for our retail clients.

website- https://www.bandkwealth.com/Ho...

At B&K Wealth Pvt. Ltd. we :

• Help our clients build long term wealth
• Architect their financial independence
• Provide a safe investment environment
• Provide the benefit of experts
• Offer myriad investment products
• Offer unbiased advice keeping in mind only our clients’ requirements

Parent company-

B&K Securities was established in 1875. For more than a century, we have matched Indian virtues with international standards of professionalism.
Our commitment and professionalism has established us as a trusted financial partner to many businesses. We leverage our research strengths, keen business insights and years of experience to offer unbiased and in-depth financial advice to our institutional and corporate clients.
We are a member of the Bombay Stock Exchange and the National Stock Exchange. We are also a SEBI registered Category I Merchant Banker, and have Insurance Broking and FX Broking affiliates.