Investment Specialist

5 days ago

Chandigarh Delhi NCR, India JOBSNAVIGATOR Full time ₹ 1,04,000 - ₹ 1,30,878 per year
  • Leading bank is looking for Investment Counsellor to join our dynamic team and embark on a rewarding career journey.
  • Understand client financial goals, risk appetite, and investment preferences to provide tailored investment advisory services
  • Conduct portfolio reviews and recommend rebalancing strategies to optimize performance and align with market trends
  • Monitor financial markets and economic indicators to keep clients informed and suggest timely investment opportunities
  • Coordinate with internal research teams to develop and deliver insightful investment recommendations
  • Ensure strict compliance with regulatory guidelines and internal policies while advising clients
  • Educate clients on new investment products and assist them in making informed decisions
  • Maintain accurate records of client interactions, advice rendered, and investment transactions
  • Support relationship managers by providing technical advice and aiding in complex client queries
  • Promote cross-selling of financial products in alignment with client needs and institutional offerings.

Work Experience-

8-10yrs in Wealth Management as an Sr. Relationship Manager or current Investment Counsellor.

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