Strategic Financial Consultant

3 weeks ago


Delhi, Delhi, India HDFC securities Full time

About the Role:

HDFC Securities seeks a seasoned Investment Advisor to join its team of financial experts. As a trusted consultant, you will provide bespoke financial solutions to high net worth individuals, family offices, and corporate clients.

Main Responsibilities:

  • Client Relationship Management: Establish and maintain strong relationships with clients, identifying their financial goals and objectives to develop tailored investment strategies.
  • Portfolio Management: Create and manage investment portfolios that align with clients' risk tolerance and investment objectives, ensuring optimal returns and portfolio growth.
  • Market Analysis and Research: Stay updated on market trends, economic conditions, and product offerings to provide informed investment advice and recommendations.
  • Client Communication and Education: Effectively communicate investment strategies, performance updates, and market insights to clients, ensuring they are well-informed and confident in their investment decisions.

Requirements:

  • Post-graduate degree in Finance or related field
  • Minimum 15 years of sales experience in wealth management
  • Excellent knowledge of financial products, market dynamics, and economic scenarios
  • Strong analytical and communication skills
  • Ability to work in a fast-paced environment and meet performance targets

Why HDFC Securities:

HDFC Securities offers a dynamic and supportive work environment, with opportunities for professional growth and development. As a leading financial services provider, we are committed to excellence and client satisfaction.


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