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Investment Portfolio Counsellor

IDFC First Bank · ahmedabad, IN
FinanceBanking/Financeinvestmentportfolio managementwealth managementfinancial analysisclient relations

IDFC FIRST Bank is seeking a motivated Investment Portfolio Counsellor to provide expert advice on investment strategies and portfolio management. The role involves analyzing clients' financial goals and risk tolerance to develop personalized investment plans. The counsellor will monitor portfolios, stay updated on market trends, and collaborate with other departments to enhance client satisfaction.

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