Investment Counselor

Company Name: IIFL (India Infoline Group)

Job Contact: Apply on company website

Contact Email: N/A

Job Location: Mumbai, India

Date: 7/27/2017

Job description
  • Exp: 3-6 years;
  • Profile of Candidate 5-7 Years of experience in Banking sector dealing with HNI customers Financial advisory / Bank RM profile
  • Strong knowledge of Financial products across asset classes & advisory
  • Technology savvy
  • Able to judge product suitability for clients
  • Should be a certified investment advisor/planner
Role responsibilities:
  • Meet with clients in person to discuss their financial goals
  • Explain the types of financial services IIFL provides to potential clients
  • Educate clients and answer questions about investment options and potential risks
  • Recommend investments to clients or select investments on their behalf - Xsell and Upsell
  • Help clients plan for specific circumstances, such as education expenses or retirement
  • Monitor clients portfolio and determine if changes are needed to improve performance or to accommodate life changes, such as getting married or having children
  • Research investment opportunities
Click here to apply