High Salary: Investment Counsellor-mumbai,bangalore,chennai,ahmedabad,hyderabad,noida, Chandigarh Surat

4 weeks ago

Mumbai, Maharashtra, India Acura solutions Full time

Job Purpose IDFC FIRST Bank is seeking a highly motivated and experienced Investment Portfolio Counsellor As a leading financial institution we are committed to providing our clients with the best investment solutions and services We are looking for a dynamic individual who is passionate about wealth management and has a strong understanding of the financial market Roles Responsibilities Provide expert advice and guidance to clients on investment strategies and portfolio management Conduct thorough analysis of clients financial goals risk tolerance and investment preferences to develop personalized investment plans Monitor and review clients investment portfolios to ensure they are aligned with their goals and make necessary adjustments as needed Stay updated on market trends and economic conditions to make informed investment recommendations Collaborate with other departments such as sales and wealth management to identify potential clients and cross-sell investment products and services Build and maintain strong relationships with clients to ensure their satisfaction and retention Keep accurate records of client interactions and investment transactions Comply with all regulatory and compliance standards

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    Mumbai, Maharashtra, India ICICIDirect Full time

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  • Private Wealth

    3 weeks ago

    Mumbai, Maharashtra, India ICICIDirect Full time

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    Mumbai, Maharashtra, India Career Choice Solution Full time

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    Mumbai, Maharashtra, India Growthfiniti Wealth Pvt Ltd Full time

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    Navi Mumbai, Maharashtra, India eClerx Full time ₹ 6,00,000 - ₹ 8,00,000 per year

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    Mumbai, Maharashtra, India Samarthya Investment Advisors Full time

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    3 weeks ago

    Mumbai, Maharashtra, India wowJobs Full time

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    Mumbai, Maharashtra, India wowJobs Full time

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    2 weeks ago

    Mumbai, Maharashtra, India wowJobs Full time

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