Investment Portfolio Counsellor
IDFC FIRST Bank
Date: 18 hours ago
City: Ahmedabad, Gujarat
Contract type: Full time
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
Post Graduation: Any
Work Experience
Relevant Work Experience:
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
Post Graduation: Any
Work Experience
Relevant Work Experience:
How to apply
To apply for this job you need to authorize on our website. If you don't have an account yet, please register.
Post a resumeSimilar jobs
Analyst II, Marketing Ops
Kraft Heinz,
Ahmedabad, Gujarat
1 day ago
Job DescriptionAdditional CompetenciesProven ability to collaborate effectively with global teams, maintaining a strong focus on outcomes and proactively removing obstacles.Skilled in managing multiple projects simultaneously, with strong problem-solving abilities and keen attention to detail.A motivated team player with the energy and enthusiasm to inspire and engage colleagues.Highly proficient in Microsoft Office tools, including Excel, Word, PowerPoint, SharePoint, and Outlook.Experience in...
Insurance Executive
One Plus Staffing Solution,
Ahmedabad, Gujarat
2 days ago
Company OverviewOne Plus Staffing Solution is looking for Insurance Executive for Hyundai Brand, specializing in aligning skilled candidates with exceptional companies. With a dedicated team of 2-10 employees, we focus on providing top-tier staffing solutions to enhance business capabilities.Job OverviewWe are seeking a motivated Insurance Executive to join our team in Ahmedabad. This is a full-time, junior-level position, ideal for...
Principal Integration Developer
Oracle,
Ahmedabad, Gujarat
1 week ago
Job DescriptionAs a Principal Software Developer on this team, you will you will be a key technical leader in the integration space, working with Oracle's leading Integration Cloud products. You will contribute to the architecture, design, and development of complex OIC solutions, requiring strong development, technical, and communication skills. You will manage project priorities, deadlines, and deliverables. Additionally, you will...
