Head HR at Ginteja Insurance Brokers Private Limited
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Ginteja - Investment Advisor (5-10 yrs)
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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