Investment Counselor

Company Description

IIFL Capital Services Ltd., established in 1996, is one of India’s premier financial services conglomerates specializing in Investment Banking, Institutional Equity Sales, Retail Broking, distribution of financial products, and Wealth Management solutions. We serve a diverse client base that includes Ultra High Networth Individuals (UHNIs), High Networth Individuals (HNIs), Affluent, and Institutional clients. Our services encompass Wealth Management, Investment Banking, Equity Broking, Commodities and Currency broking, Mutual Funds distribution, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), among other investment products. Our holistic approach to financial planning ensures that clients receive expert guidance in wealth preservation, growth, tax optimization, and succession planning.

Role Description

This is a full-time, on-site role for an Investment Counselor located in Indore. The Investment Counselor will be responsible for developing and implementing financial strategies and plans, advising clients on investment options, and providing exceptional customer service. Day-to-day tasks will include analyzing financial information, recommending investment products, and maintaining client portfolios to help achieve their financial goals.

Qualifications

• Strong skills in Financial Planning, Investments, and Investment Strategies
• Solid foundational knowledge in Finance
• Exceptional Customer Service abilities
• Excellent analytical and problem-solving skills
• Ability to work independently and collaboratively as part of a team
• Professional certifications such as CFP, CFA, or relevant financial qualifications are a plus
• Bachelor’s degree in Finance, Economics, Business, or related field
• Prior experience in financial services or wealth management is desirable