Investment Counsellor-Mumbai,Bangalore,chennai,ahmedabad,hyderabad,Noida, chandigarh surat , Vadodar
Job Description:
Job 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.
Key Skills :
Company Profile
We are the first --- to offer monthly credit on savings accounts. Our credit cards have no hidden charges. We offer Lifetime Free without minimum spend conditions, never-expiring rewards points, zero interest on cash withdrawal at ATMs, dynamic low APR and much more. Fees if any are transparent and described neatly in a manner a common person can understand. Every product offered by the --- is customer friendly, most often the best in the industry.
Apply Now
- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.