Investment Portfolio Counsellor

7 months ago


India IDFC FIRST Bank Full time

**Role/Job Title**:
Investment Portfolio Counsellor

**Business**: Retail Banking

**Function/ Department**: Wealth Management

**Place of work**: PAN India

Job Purpose
:
Provide advice and guidance related to financial investments

Educate clients about range of investment products and services and recommend options that might best serve their particular financial objective.

Roles & Responsibilities
:

- Driving investment product advisory through sales team
- Educate client about various investment options and potential risks involved
- Ownership of the investment target of the cluster / location that they are mapped to
- Increase AUM base
- Penetration of client base for creating new investors in MF / investments from existing client base
- Portfolio monitoring, rebalancing & reviews

Secondary Responsibilities
:

- Research and analyze investments, strategies and market conditions to determine which investment option is most appropriate
- To combine analytical ability, comprehensive fiscal knowledge and customer service skills to help clients define and reach their financial goals
- Increase in (Investment Products) productivity of RMs
- Ensuring better client experience both by qualitative and quantitative subventions

Managerial & Leadership Responsibilities
:

- Liaise with various stake holders with in the bank
- Coordination with RMs to convert client and increase AUM base

**Key Success Metrics**:

- Strong domain knowledge of the investments, capital markets, distribution / channel management
- Good communication skills
- Able to judge product suitability for clients
- Ability to work with people / team



  • India IDFC FIRST Bank Full time

    Role/Job Title : Investment Portfolio Counsellor. Function/ Department : Wealth Management, Retail Liabilities. **Job Purpose**: Provide advice and guidance related to financial investments. Educate clients about range of investment products and services and recommend options that might best serve their financial objective. **Roles &...

  • Investment Advisor

    4 months ago


    India Marquee Equity Full time

    You will have a front-end role to help grow the company through customer acquisition, take steps to ensure success of customers using the Marquee Equity service. - You will be required to perform in-depth analysis of clients financial models, business projections, pitch decks and other documents and make reports and advise clients. - You will have to compile...

  • Portfolio Manager

    4 weeks ago


    india Intellectual Capital HR Consulting Pvt. Ltd. Full time

    Portfolio Manager (Options and Derivatives) Company Overview: Our client, a distinguished foreign portfolio investor with a strong presence in India and Asia , is seeking an experienced Portfolio Manager to join their Options Trading & Strategy department. This team of dedicated professionals specializes in options and other derivative products, providing...


  • india Eqclique Full time

    Company DescriptionEqclique is a first-of-its-kind membership community for sophisticated investors. The company offers bespoke education programs, networking events, investing insights, and a diverse range of alternative investments to its members.Key Roles & Responsibilities Analyzing investment opportunities across different alternative investment asset...


  • india Eqclique Full time

    Company Description Eqclique is a first-of-its-kind membership community for sophisticated investors. The company offers bespoke education programs, networking events, investing insights, and a diverse range of alternative investments to its members. Key Roles & Responsibilities Analyzing investment opportunities across different alternative investment...

  • Investment Officer

    5 months ago


    India Enabling Qapital Full time

    **Introduction** Enabling Qapital Ltd. (EQ) is a FINMA-regulated leading Impact Asset Manager dedicated to a world where investments provide a financial and social return. Following the objective of having a positive economic, social, and environmental impact, EQ currently manages USD 700M in Assets within Microfinance and Access to Energy / Clean Cooking....

  • Trade & Fx Counsellor

    4 months ago


    India IDFC FIRST Bank Full time

    Job Description Form Role/Job Title - Trade and Fx Counsellor Place of work - North India. - Business - Retail Banking Function/ Department - Branch Banking Job Purpose The role entails acting as a single point of contact for all trade related (forex, cross border, domestic etc.) products for the region/branches assigned to. The role bearer would be...

  • Trade & Fx Counsellor

    5 months ago


    India IDFC FIRST Bank Full time

    Role/Job Title - Trade and Fx Counsellor Business - Retail Banking Function/ Department - Branch Banking Job Purpose The role entails acting as a single point of contact for all trade related (forex, cross border, domestic etc.) products for the region/branches assigned to. The role bearer would be responsible for acquiring and driving the trade...

  • Investment Associate

    4 months ago


    India UC Inclusive Credit(UCIC) Full time

    **About us**: UC Inclusive Credit Pvt. Ltd. (UCIC) is an exciting, start-up, impact focused RBI registered Non - Banking Financial Company (NBFC) (Non deposit accepting and Systemically Important) based in Bangalore. We extend loans (debt) to enterprises that strive to have positive social and/or environmental impact, in a responsible, transparent, and...


  • India SINCLUS MARKETING SERVICES PVT LYD Full time

    We have the following open position for one of our Client in Bahrain. Position : Portfolio Manager – Family Office Qualification : Chartered Accountan tExperience : 10+ Years .Location : Bahrai nExperience Level : Senior Leve l We are seeking a highly skilled Chartered Accountant with extensive experience in managing large funds in the Middle East...


  • India SINCLUS MARKETING SERVICES PVT LYD Full time

    We have the following open position for one of our Client in Bahrain. Position : Portfolio Manager – Family Office Qualification : Chartered Accountan t Experience : 10+ Years . Location : Bahrai n Experience Level : Senior Leve l We are seeking a highly skilled Chartered Accountant with extensive experience in managing large funds in the Middle...


  • india Zenith HR Solutions Full time

    Position Title: Vice President Investments Reports To: Managing Partners Location: Mumbai Academic Background: B.Tech & MBA Company Profile : The Organization is an operator-driven growth fund, focusing on investing in businesses that are participating in the digital transformation of aspirational India. Ideal Candidate : The candidate should have...


  • india Zenith HR Solutions Full time

    Position Title: Vice President InvestmentsReports To: Managing Partners Location: MumbaiAcademic Background: B.Tech & MBACompany Profile:The Organization is an operator-driven growth fund, focusing on investing in businesses that are participating in the digital transformation of aspirational India.Ideal Candidate : The candidate should have experience in...


  • India SINCLUS MARKETING SERVICES PVT LYD Full time

    We have the following open position for one of our Client in Bahrain. Position : Portfolio Manager – Family Office Qualification : Chartered Accountan tExperience : 10+ Years .Location : Bahrai nExperience Level : Senior Leve lWe are seeking a highly skilled Chartered Accountant with extensive experience in managing large funds in the Middle East and...


  • India SINCLUS MARKETING SERVICES PVT LYD Full time

    We have the following open position for one of our Client in Bahrain.Position : Portfolio Manager – Family Office Qualification : Chartered AccountantExperience : 10+ Years.Location : BahrainExperience Level : Senior LevelWe are seeking a highly skilled Chartered Accountant with extensive experience in managing large funds in the Middle East and Global...


  • india Arthan Full time

    About the Organisation The organisation is an early-stage platform, investing in future market leaders leveraging tech-led innovation to catalyze climate solutions and sustainability and deliver exponential returns. The Role: The Investment Analyst/ Associate will work closely with our Partners and investment team, helping the organisation in identifying...


  • india Arthan Full time

    About the Organisation The organisation is an early-stage platform, investing in future market leaders leveraging tech-led innovation to catalyze climate solutions and sustainability and deliver exponential returns. The Role: The Investment Analyst/ Associate will work closely with our Partners and investment team, helping the organisation in identifying...

  • Lead Specialist

    1 month ago


    india Mercer Full time

    Mercer is seeking candidate for following position based out our office in Mumbai :Lead Specialist - Investments (OCIO – Private Markets – Investment Solutions)What can you expect?Mercer Alternatives is a global specialist in alternative investments, including private markets. We offer customized and pooled investment solutions and advisory services for...


  • India SINCLUS MARKETING SERVICES PVT LYD Full time

    We are seeking a highly skilled Chartered Accountant with extensive experience in managing large funds in the Middle East and Global Markets for a business conglomerate.Key responsibilities include managing large funds across various instruments and markets, with a strong analytical mindset, excellent communication skills, and a deep understanding of...

  • Commodity Trader

    3 weeks ago


    india Resolute Corp Full time

    Job Summary: We are looking for a seasoned and strategic Head of Commodities to lead our commodity investment division. The successful candidate will be responsible for developing and implementing strategies for commodity investments, managing commodity portfolios, and driving the overall performance of the commodity assets. The ideal candidate will have...