Investment Counsellor - Sales - Bank (5-10 Yrs) Any Location (BFSI Sales) by DSPE

Updazz.com (July-2017 से पंजीकृत) ने 12 दिन पहले इस नौकरी को पोस्ट किया था

Job Title: Investment Portfolio CounsellorExperience: 6-12 YearsIndustry: Wealth Management / Private BankingFunction: Investment Advisory / Portfolio ManagementJob Description:We are seeking a seasoned Investment Portfolio Counsellor to join our Private Banking team. This role is ideal for professionals with a deep understanding of financial markets and a passion for delivering bespoke investment solutions to HNI & UHNI clients. The incumbent will be responsible for building tailored portfolios, ensuring client satisfaction, and staying ahead of market trends to drive strategic investment decisions.Key Responsibilities:- Provide expert financial advice aligned with clients investment goals and risk profiles.- Design and manage customized investment portfolios.- Track portfolio performance and suggest timely rebalancing.- Stay informed on macroeconomic trends and product innovations.- Collaborate with sales and wealth teams to onboard and engage high-value clients.- Ensure strict compliance with regulatory and internal standards.- Maintain strong client relationships and ensure high retention.Candidate Profile:- Proven track record in wealth management or investment advisory roles.- Strong understanding of capital markets, mutual funds, PMS, AIFs, etc.- Excellent communication and interpersonal skills.- Relevant certifications such as NISM or CFP preferred. (ref:updazz.com)

Payroll Type : Permanent