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Leadership Hiring Manager at IIFL Securities
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IIFL - Manager/Senior Manager - Investment Counselor (2-8 yrs)
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
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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