![IDFC FIRST Bank](https://media.trabajo.org/img/noimg.jpg)
Investment Portfolio Counsellor
1 week ago
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 & 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 Analyse 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 RM’s.
Ensuring better client experience both by qualitative and quantitative subventions.
**Managerial & Leadership Responsibilities**:
Liaise with various stake holders within the Bank.
Coordination with RMs to convert client and increase AUM base.
Education Qualification
:
**Graduation**: Bachelor’s in Engineering / Technology / Math’s / Commerce / Arts / Science / Biology / Business/ Computers / Management/ any other.
Experience
: Minimum 5+ years of relevant experience in Investment.
-
Investment Portfolio Counsellor
2 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...
-
Investment Portfolio Counsellor
1 month ago
india IDFC FIRST Bank Full timeRole/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 Portfolio Counsellor
1 week ago
India IDFC FIRST Bank Full timeRole/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 Portfolio Counsellor
1 week ago
India IDFC FIRST Bank Full timeRole/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 & Responsibilities:Driving investment...
-
Investment Portfolio Specialist
1 week ago
India Consultz Full timeJob Description We are supporting our client in their search for an Investment/Portfolio Specialist (Financial Services sector). As an expert in the Financial Services sector, the Portfolio Specialist will be responsible for developing and implementing investment strategies, managing the SWF's investment portfolios, and optimizing asset allocation to achieve...
-
Investment Portfolio Specialist
1 month ago
india Consultz Full timeJob Description We are supporting our client in their search for an Investment/Portfolio Specialist (Financial Services sector). As an expert in the Financial Services sector, the Portfolio Specialist will be responsible for developing and implementing investment strategies, managing the SWF's investment portfolios, and optimizing asset allocation to...
-
Investment Analyst
1 week ago
india CA Monk Full timeJob Description The Investment Analyst will be an integral part of the investment team, responsible for conducting detailed research and analysis of potential investment opportunities. This role requires a strong analytical mindset, financial acumen, and the ability to work in a fast-paced environment. The successful candidate will support senior team...
-
Investment Analyst
1 month ago
india CA Monk Full timeJob Description The Investment Analyst will be an integral part of the investment team, responsible for conducting detailed research and analysis of potential investment opportunities. This role requires a strong analytical mindset, financial acumen, and the ability to work in a fast-paced environment. The successful candidate will support senior team...
-
India Novo Holdings Full timeOur company is headquartered north of Copenhagen in Hellerup, alongside the Novo Nordisk Foundation, and have offices in London, Boston, San Francisco, Shanghai and Singapore. Our Asian investment platform was established in 2020, with offices in Singapore in 2021 and Shanghai in 2022. We are establishing our India office in 2024 to expand our Asian...
-
Investment Analyst
4 days ago
india SA Capital Full timeCompany DescriptionSA Capital is a dynamic venture capital firm dedicated to empowering innovative startups in Southeast Asia. We are committed to fostering growth and technological advancement across the region. Our mission is to partner with visionary entrepreneurs to drive transformative change and sustainable success.Role DescriptionThis is a full-time...
-
India Novo Holdings Full timeAssociate/Senior Associate, Investments, Novo Holdings Asia (Based in India) Are you looking for an exciting career opportunity where you can make substantial, positive impact on health, science and society by generating attractive long-term returns on the assets of the Novo Nordisk Foundation? We are looking for an Associate/Senior Associate to join our...
-
Equity Dealer
1 week ago
India Bonanza Portfolio Full timeJob description: Responsible for managing client's portfolios by assessing their needs and advising them on their Investments, based on the research reports generated by the research department. Communicating trading on calls and investing ideas to customers. To trade on behalf of clients. Responsible for brokerage generation. Cross selling third party...
-
Portfolio Manager
1 week ago
india pearlrecruiter Full timeJob Description Nationally recognized Registered Investment Advisory seeking Portfolio Manager to establish office in Atlanta. $50B AUM, focused exclusively on UHNW/HNW clientele. The PM and the Managing Director will work as a team supporting each other in the initial focus of Business Development though, the PM's primary goal is focused heavily on...
-
Portfolio Manager
4 weeks ago
india pearlrecruiter Full timeJob Description Nationally recognized Registered Investment Advisory seeking Portfolio Manager to establish office in Atlanta. $50B AUM, focused exclusively on UHNW/HNW clientele. The PM and the Managing Director will work as a team supporting each other in the initial focus of Business Development though, the PM's primary goal is focused heavily on...
-
Portfolio Manager
1 week ago
India pearlrecruiter Full timeJob Description Nationally recognized Registered Investment Advisory seeking Portfolio Manager to establish office in Atlanta. $50B AUM, focused exclusively on UHNW/HNW clientele. The PM and the Managing Director will work as a team supporting each other in the initial focus of Business Development though, the PM's primary goal is focused heavily on...
-
Portfolio Manager
16 hours ago
india Prov HR Solutions Private Limited Full timeRole: Portfolio Manager Exp: 4-5 Years CTC:25 LPA PA Location: London ( Ready to Relocate London) No Banking Experienced Candidates.... Candidate shall be an MBA/ with 05 years of post- qualification experience in equity portfolio analysis. Candidate shall be well versed with equity portfolio across industries and shall have hands on analyzing each...
-
Chief Investment Officer
4 weeks ago
india Resolute Corp Full timeCompany Description Resolute corp is a family office of promoters of Sanghi cement. Role Description This is a full-time on-site role for a Chief Investment Officer at Resolute Corp in Ahmedabad. The Chief Investment Officer will be responsible for managing and implementing investment strategies, overseeing investment management activities, analyzing...
-
india Novo Holdings Full timeAssociate/Senior Associate, Investments, Novo Holdings Asia (Based in India) Are you looking for an exciting career opportunity where you can make substantial, positive impact on health, science and society by generating attractive long-term returns on the assets of the Novo Nordisk Foundation? We are looking for an Associate/Senior Associate to join our...
-
Senior Investment Professional, Asia Investments
3 weeks ago
india Novo Holdings Full timeOur company is headquartered north of Copenhagen in Hellerup, alongside the Novo Nordisk Foundation, and have offices in London, Boston, San Francisco, Shanghai and Singapore. Our Asian investment platform was established in 2020, with offices in Singapore in 2021 and Shanghai in 2022. We are establishing our India office in 2024 to expand our Asian...
-
Client Reporting
3 weeks ago
india TD Newton and Associates Full timeThe Role As an analyst in the Investment Publishing Team, the candidate will work directly with Asset Backed Finance team in New York (part of Structured Finance group ) on diligence of potential investments and support them with the preparation of management presentations and transaction specific marketing materials. The role will position you to support...