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YES Securities
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Investment Counsellor

Investment Counsellor

YES Securities

1 - 3 years

3 - 5 Lacs

Coimbatore

Posted:1 month ago| Platform:

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Skills Required

financial analysis investment banking investment investment products research financial products portfolio relationship management compliance investment advisory services portfolio management wealth management mutual funds financial markets

Work Mode

Work from Office

Job Type

Full Time

Job Description

YES SECURITIES is looking for Investment Counsellor to join our dynamic team and embark on a rewarding career journey. Understand client financial goals, risk appetite, and investment preferences to provide tailored investment advisory services Conduct portfolio reviews and recommend rebalancing strategies to optimize performance and align with market trends Monitor financial markets and economic indicators to keep clients informed and suggest timely investment opportunities Coordinate with internal research teams to develop and deliver insightful investment recommendations Ensure strict compliance with regulatory guidelines and internal policies while advising clients Educate clients on new investment products and assist them in making informed decisions Maintain accurate records of client interactions, advice rendered, and investment transactions Support relationship managers by providing technical advice and aiding in complex client queries Promote cross-selling of financial products in alignment with client needs and institutional offerings

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YES Securities

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Mumbai

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Investment Counsellor