Investment Counselors

3 - 7 years

0 Lacs

Posted:4 weeks ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As an Investment Counselor at Al Fahad Enterprises in Noida, your role involves financial planning, creating investment strategies, managing finances, and providing exceptional customer service. Key Responsibilities: - Develop investment strategies to meet clients" financial goals - Manage and monitor clients" portfolios - Provide financial planning advice to clients - Deliver exceptional customer service to build and maintain client relationships Qualifications Required: - Possess strong financial planning and investment skills - Demonstrated experience in developing investment strategies - Proficient in finance and customer service - Excellent analytical and problem-solving abilities - Strong communication and interpersonal skills - Hold a Bachelor's degree in Finance, Economics, or a related field - Previous experience in the Fintech industry is a plus,

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