Job Description

Job Purpose:
IDFC FIRST Bank is seeking a highly motivated and experienced Investment Portfolio Counsellor.
As a leading financial institution, we are committed to providing our clients with the best
investment solutions and services. We are looking for a dynamic individual who is passionate
about wealth management and has a strong understanding of the financial market.
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.

Skills Required