Investment Advisor
5 days ago
Welcome to HDFC Tru, where your financial success is our mission. Discover bespoke investment strategies and unwavering support tailored to help you achieve your goals. With decades of experience of HDFC Group, we provide unparalleled investment advisory services rooted in integrity and excellence. Our client-first approach guides you towards financial prosperity with personalized solutions aligned with your unique goals.
Role Description
Investment Advisor at HDFC Tru in New Delhi requires experts from wealth management with experience of over 12 years. As an Investment Advisor, you will be responsible for sales, financial planning, developing investment strategies, managing clients, and providing top-notch customer service to clients.
Qualifications
Financial Planning, Portfolio/Investment Advisory, Client relationship management
Experience in Investments and Client Management - 10-12 years
Excellent communication and interpersonal skills
Strong analytical and problem-solving abilities
Bachelor's or Master's degree in Finance, Economics, Business, or related field
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