Investment Portfolio Counsellor, Hyderabad
5 - 10 years
Any Graduate
Wealth- HNI
13 ~ 13 LPA
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
Education Qualifications:
Post Graduation: Any
Work Experience:
Relevant Work Experience:
