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04/08 HR Department
Head HR at Ginteja Insurance Brokers Private Limited

Views:6 Applications:6 Rec. Actions:Recruiter Actions:2

Ginteja - Investment Advisor (5-10 yrs)

Kolkata Job Code: 227048

Desired Qualification: Post Graduate with Certification on NISM Series XA and XB.

Experience: 5+ years work experience.

Location: Kolkata

Expected CTC: As per the experience and market standard

Job Description:

- Educate clients regarding the range of applicable investment options available to them

- Increase client database by meeting new clients and taking references from the existing ones and hence build AUM.

- Wealth/ Portfolio Management understand client portfolio in terms of their risk their financial goals .

- Maintain proper documentation of investment actions taken on behalf of clients

- Maintain an up-to-date knowledge of investment products

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