Prudent Corporate Advisory Services Ltd.
Website:
prudentcorporate.com
Job details:
Function: Investment Counsellor
Location: Gujarat
Description
Role Overview:
The Investment Counsellor will be responsible for engaging partners and clients on alternate investment opportunities such as AIFs, PMS, private equity, venture capital, structured products, and other non-traditional asset classes. The role involves partner as well as client engagement, portfolio advisory, product positioning, and driving allocations into alternate assets in line with client goals and risk appetite.
Key Responsibilities
Client Advisory
Engage with partner to understand their alternate product requirements.
Recommend suitable alternate investment strategies and products
Provide ongoing portfolio reviews and advisory support
Product Expertise
Develop deep understanding of AIFs (Category I, II, III), PMS, PE/VC funds.
Evaluate fund performance, strategy, risk metrics, and market positioning
Stay updated on regulatory developments (SEBI, tax implications, etc.)
Sales & Business Development
Drive Partner acquisition and AUM growth in alternate investments
Work closely with relationship managers and distribution partners
Conduct client meetings, presentations, and product pitches
Market Insights
Track macro trends, market cycles, and opportunities in alternates.
Share insights with Partners/clients and internal teams
Position alternates within overall asset allocation frameworks
Stakeholder Management
Coordinate with product teams, fund managers, and operations.
Support onboarding, documentation, and execution processes
Desired Profile
Key Requirements:
Education: MBA (Finance) / CA / CFA preferred
Knowledge: Strong understanding of alternate asset classes and capital markets
Skills
Client relationship & communication skills
Analytical and presentation abilities
Sales orientation with advisory mindset
Key Competencies
Ability to simplify complex investment products
High conviction and consultative selling approach
Result-driven with strong ownership
KPIs / Success Metrics
AUM mobilization in alternate assets
Partner Engagement & retention
Revenue generation
Experience: 4–10 years in wealth management, alternates, PMS/AIF distribution, or institutional sales
Apply To: career@prudentcorporate.com
Click on Apply to know more.