Investment Portfolio Counsellor
- Mumbai, Maharashtra
- Permanent
- Full-time
Wealth Management
Sales
Private Banking GroupJob Purpose:IDFC FIRST Bank is seeking a highly motivated and experienced Investment Portfolio Counsellor to join our team in Chandigarh, India. 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