Investment Counselar - Financial Services

Investment Counselar

About the job:

As an Investment Counselor, your primary role is to guide and assist clients in achieving their #financial objectives. You will be responsible for the following:

- Consult with clients in person to gain a deep understanding of their financial goals and aspirations.

- Conduct continuos research into various products like MF ,PMS, #AIF, etc and also interact with Fund Managers to get deeper insights.

- Conduct Investor Awareness seminars to educate investors either webinar or physical seminars

- Present and articulate the diverse range of financial services offered by IIFL to prospective clients, ensuring a comprehensive understanding of our products, AIF, PMS, MF etc.

- Provide clients with educational resources and address any inquiries or concerns they may have regarding investment options and associated risks.

- Offer expert recommendations on investment choices, and when necessary, make investment decisions on behalf of clients, employing upselling and cross-selling strategies.

- Collaborate with clients to create tailored financial plans, taking into account specific life circumstances such as educational expenses, retirement, and other financial milestones.

- Continuously oversee and analyze clients' investment portfolios, making adjustments as needed to enhance performance or adapt to life changes

- Conduct comprehensive research to identify promising investment opportunities and stay updated on market trends and financial instruments.

Syed
9990164275