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 agile individual who is passionate about wealth management and has a robust 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 robust 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.