Department: Wealth Management > Sales > Private Banking Group
Job Purpose:
IDFC FIRST Bank is seeking a highly motivated and experienced Investment Portfolio Counsellor. 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 solid 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.