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IDFC FIRST Bank
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Investment Portfolio Counsellor

Investment Portfolio Counsellor

IDFC FIRST Bank

0 years

0 Lacs

Ahmedabad Gujarat India

Posted:2 weeks ago| Platform:

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Skills Required

portfolio management strategies analysis risk portfolios compliance

Work Mode

On-site

Job Type

Full Time

Job Description

Job Requirements

Role/Job Title:

Investment Portfolio Counsellor

Department

: Retail Banking > Wealth Management > Sales > Private Banking Group

Job Purpose

IDFC FIRST Bank is seeking a highly motivated and experienced Investment Portfolio Counsellor to join our team in Chandigarh, India. 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

Education Qualifications

Post Graduation: Any

Work Experience

Relevant Work Experience:

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IDFC FIRST Bank

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Investment Portfolio Counsellor