Investment Counsellor-Mumbai,Bangalore,chennai,ahmedabad,hyderabad,Noida, chandigarh surat , Vadodara
- Mumbai, Maharashtra
- Permanent
- Full-time
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.