Investment Portfolio Counsellor - Wealth Management
IDFC First Bank · mumbai, India
wealth managementinvestment analysisclient engagementportfolio managementfinancial marketsregulatory complianceboth
Job Description
IDFC FIRST Bank is seeking a motivated Investment Portfolio Counsellor to provide clients with tailored investment solutions. The role involves analyzing client portfolios, recommending adjustments, and enhancing client relationships through effective communication and market insights. Candidates should have a strong understanding of wealth management and investment products.
Qualifications
Post Graduation: Any (MBA / Finance preferred). Mandatory / Preferred Certifications: AMFI, NISM (as applicable), CFP / CFA preferred.
Skills Required
- wealth management
- investment analysis
- client engagement
- portfolio management
- financial markets
- regulatory compliance
Location
City: mumbai · Country: India