Investment Counsellor-Wealth Management/ Jaipur/ Lucknow/ Ahmedabad/Bangalore

Acura Solutions

  • India
  • Permanent
  • Full-time
  • 2 months ago
Role/Job Title: Investment Portfolio CounsellorDepartment: Wealth Management > Sales > Private Banking GroupJob Purpose:IDFC FIRST Bank is seeking a highly motivated and experienced Investment Portfolio Counsellor. As a leading financial institution, we are committed to providing our clients with the best investment solutions and services. We are looking for a dynamic individual who is passionate about wealth management and has a strong understanding of the financial market.Roles & Responsibilities:
  • Provide expert advice and guidance to clients on investment strategies and portfolio management.
  • Conduct thorough analysis of clients' financial goals, risk tolerance, and investment preferences to develop personalized investment plans.
  • Monitor and review clients' investment portfolios to ensure they are aligned with their goals and make necessary adjustments as needed.
  • Stay updated on market trends and economic conditions to make informed investment recommendations.
  • Collaborate with other departments, such as sales and wealth management, to identify potential clients and cross-sell investment products and services.
  • Build and maintain strong relationships with clients to ensure their satisfaction and retention.
  • Keep accurate records of client interactions and investment transactions.
  • Comply with all regulatory and compliance standards.
Education Qualifications:Post Graduation: AnyWork Experience:Relevant Work Experience:

Acura Solutions