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Investment Counsellor

Investment Counsellor

YES Securities

1 - 3 years

3 - 5 Lacs

Bengaluru

Posted:5 days ago| Platform:

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Skills Required

project management client engagement customer relationship team management client servicing business development client onboarding sales client retention marketing client relationship client interaction communication skills

Work Mode

Work from Office

Job Type

Full Time

Job Description

YES SECURITIES is looking for Investment Counsellor to join our dynamic team and embark on a rewarding career journey. Understand client financial goals, risk appetite, and investment preferences to provide tailored investment advisory services Conduct portfolio reviews and recommend rebalancing strategies to optimize performance and align with market trends Monitor financial markets and economic indicators to keep clients informed and suggest timely investment opportunities Coordinate with internal research teams to develop and deliver insightful investment recommendations Ensure strict compliance with regulatory guidelines and internal policies while advising clients Educate clients on new investment products and assist them in making informed decisions Maintain accurate records of client interactions, advice rendered, and investment transactions Support relationship managers by providing technical advice and aiding in complex client queries Promote cross-selling of financial products in alignment with client needs and institutional offerings

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YES Securities

www.yessec.com

Financial Services

Mumbai

51-200 Employees

54 Jobs

Key People

Rakesh Jhunjhunwala

Chairman
Ravi Suryanarayan

CEO
Vivek Bajaj

Co-Founder & Director

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Investment Counsellor

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Skills Required

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