Posted By
Posted in
Sales & Marketing
Job Code
680494
Opening for Investment Counselor
Position: Investment Counselor
Location: Mumbai
Qualification: MBA / Post Graduate
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
Operating Model
- Work with existing Broking RM to engage in financial planning activities for assigned client
- Extension of regional leadership for client engagement
- Focus on building credibility of IIFL Broking in HNI wealth management
Didn’t find the job appropriate? Report this Job
Posted By
Posted in
Sales & Marketing
Job Code
680494