Investment Portfolio Counsellor

As an Investment Portfolio Counsellor at IDFC FIRST Bank in Chandigarh, India, you will play a crucial role in providing expert advice and personalized investment solutions to our clients. Your passion for wealth management and strong financial market knowledge will be key in helping our clients achieve their financial goals. Key Responsibilities: - Provide expert advice and guidance on investment strategies and portfolio management. - Conduct a detailed analysis of clients" financial goals, risk tolerance, and investment preferences to create personalized investment plans. - Monitor and review clients" investment portfolios to ensure alignment with their goals, making necessary adjustments when required. - Stay informed about market trends and economic conditions to offer well-informed investment recommendations. - Collaborate with sales and wealth management teams to identify potential clients and cross-sell investment products and services. - Cultivate strong client relationships to enhance satisfaction and retention levels. - Maintain accurate records of client interactions and investment transactions. - Adhere to all regulatory and compliance standards. Qualification Required: - Post Graduation in any field. Join us at IDFC FIRST Bank and be a part of a dedicated team committed to delivering top-notch investment solutions and services to our valued clients.,