Investment Counsellor - CA/CFA/CFP - Financial Services

Investment Counsellor - IIFL (India Infoline)

- 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

Education Required - CA's. CFA - Level 1,2,3 or CFP