Investment Portfolio Counsellor

Year    Chandigarh, India

Job Description


Job RequirementsRole/Job Title: Investment Portfolio CounsellorDepartment: Retail Banking
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
Education Qualifications:Post Graduation: AnyWork Experience:Relevant Work Experience:

IDFC FIRST Bank

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Job Detail

  • Job Id
    JD3637819
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Chandigarh, India
  • Education
    Not mentioned
  • Experience
    Year