Investment Portfolio Counsellor

Job Requirements

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