Investment Counselor

About the job

Company Description We suggest you enter details here. Role Description This is a full-time on-site role for an Investment Counselor based in Pune. The Investment Counselor will be responsible for providing tailored financial planning and investment advice to clients, developing and implementing effective investment strategies, and maintaining strong client relationships. The role involves analyzing financial information, preparing investment plans, and ensuring clients meet their financial objectives while adhering to compliance and regulatory standards. Qualifications • Strong knowledge and skills in Financial Planning and Finance • Expertise in Investments, including creating and evaluating Investment Strategies • Excellent Customer Service skills with the ability to build and maintain client relationships • Effective communication, analytical thinking, and problem-solving skills • Bachelor's degree in Finance, Economics, or a related field • Relevant certifications such as CFP or CFA are a plus • Experience in the financial services industry is preferred.

Requirements

• Financial Planning
• Finance
• Investments
• Customer Service
• Communication
• Analytical Thinking
• Problem-solving

Qualifications

• Bachelor's degree in Finance, Economics, or a related field
• Relevant certifications such as CFP or CFA

Preferred Technologies

• Financial Planning
• Finance
• Investments
• Customer Service
• Communication
• Analytical Thinking
• Problem-solving