Job Description:

Role/Job Title: Investment Portfolio Counsellor

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.

Education Qualifications:

Post Graduation: Any

Work Experience:

Relevant Work Experience:

📌 Investment Counsellor-Wealth Management/ Jaipur/ Lucknow/ Ahmedabad/Bangalore/ Chennai (Bengaluru)
🏢 Acura Solution
📍 Bengaluru