Investment Portfolio Counsellor

The Investment Portfolio Counsellor position at IDFC FIRST Bank in Chandigarh, India, is a key role within the Retail Banking > Wealth Management > Sales > Private Banking Group. As a dedicated and knowledgeable professional, you will play a vital role in providing top-notch investment solutions and services to our valued clients. Your expertise in wealth management and deep understanding of the financial market will be instrumental in helping clients achieve their financial goals. Your responsibilities will include offering expert advice and guidance to clients on investment strategies and portfolio management. By conducting a comprehensive analysis of clients" financial objectives, risk tolerance, and investment preferences, you will develop customized investment plans that align with their individual needs. Regularly monitoring and reviewing clients" investment portfolios, you will ensure that their investments remain on track to meet their goals, making necessary adjustments as required. Staying abreast of market trends and economic conditions will be crucial to your role, enabling you to provide informed investment recommendations to clients. Collaboration with internal departments, such as sales and wealth management, will be essential in identifying potential clients and promoting investment products and services. Building and nurturing strong client relationships is a key aspect of this role, ensuring client satisfaction, loyalty, and long-term retention. In addition, maintaining accurate records of client interactions and investment transactions is vital, as is adherence to all regulatory and compliance standards to uphold the bank's integrity and legal obligations. The ideal candidate for this position will hold a post-graduate degree in any field and possess relevant work experience in investment advisory or portfolio management. If you are a driven individual with a passion for wealth management and a commitment to excellence, we invite you to join our team and make a positive impact in the world of finance.,