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Investment Advisor - Mutual Funds Jobs

Talent Corner Hr Services Private Limited
Job Shared by MonsterIndia
Job Description
  • The candidate will be given leads of HNI clients.
  • He/She will have to meet clients, explain about financial planning, collect input sheet to make a financial plan.
  • It's not a field job candidate will do calling, financial plans, execution plans and then meet the clients. 3-4 meetings in a week.
  • Then follow up for Investment execution.
  • The solutions that we offer are mainly mutual funds.
  • The job role is more or less the same as a privilege banker or wealth adviser or personal banker in a bank or wealth management company.
  • Most importantly we don't sell insurance here.
  • NISM OR CFP OR AMFI OR business management diploma is an added plus
  • Strong communication skills with fluency in English is a must
  • As part of this business growth strategy, the company is recruiting professionals who have experience in retail financial services, and specifically in the sale of investment products such as Mutual Funds
  • candidate must have minimum two years of experience in mutual fund sales

Location: Bangalore
Salary: 6 lakhs P.A. ( up to 3.6 lakhs fixed + 2.4 lakhs minimum target based)
If interested please call 7028630009
Qualities Needed for This Jobs
Investment Advisory, Hni Acquisition, Hni Client Handling, Hni Sales, Mutual Funds, Nism, Financial Planning, Investment Advisor, Portfolio Management , Mutual Fund, Amfi, Wealth Management, Wealth Advisory, Personal Banking
Candidate Profile
Helps Client To Invest In Various Mutual Funds Scheme According To Their Requirement And Risk Appetite.
Looking for Any Graduate / Post Graduate graduates profile.
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More Information
Location Bangalore
Education Any Graduate / Post Graduate
Experience 2 (yrs)
Industry Financial Services
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