Investment Counsellor/Wealth Specialist (5-10 Yrs) Anywhere In India/Multiple Locations (BFSI Sales) by DSPE

Updazz.com (July-2017 से पंजीकृत) ने 17 दिन पहले इस नौकरी को पोस्ट किया था

Roles & Responsibilities:- Provide expert advice and guidance to clients on investment strategies and portfolio management.- Conduct thorough analysis of clients financial goals, risk tolerance, and investment preferences to develop personalized investment plans.- Monitor and review clients investment portfolios to ensure they are aligned with their goals and make necessary adjustments as needed.- Stay updated on market trends and economic conditions to make informed investment recommendations.- Collaborate with other departments, such as sales and wealth management, to identify potential clients and cross-sell investment products and services.- Build and maintain strong relationships with clients to ensure their satisfaction and retention.- Keep accurate records of client interactions and investment transactions.- Comply with all regulatory and compliance standards. (ref:updazz.com)

Payroll Type : Permanent