Job RequirementsJob Requirements Role/Job Title: Investment Portfolio CounsellorDepartment: Retail Banking > Wealth Management > Sales > Private Banking GroupJob PurposeIDFC 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 & ResponsibilitiesProvide expert advice and guidance to clients on investment strategies and portfolio managementConduct thorough analysis of clients' financial goals, risk tolerance, and investment preferences to develop personalized investment plansMonitor and review clients' investment portfolios to ensure they are aligned with their goals and make necessary adjustments as neededStay updated on market trends and economic conditions to make informed investment recommendationsCollaborate with other departments, such as sales and wealth management, to identify potential clients and cross-sell investment products and servicesBuild and maintain strong relationships with clients to ensure their satisfaction and retentionKeep accurate records of client interactions and investment transactionsComply with all regulatory and compliance standardsEducation QualificationsPost Graduation:
AnyWork ExperienceRelevant Work Experience:
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