Recruiter Logo
Now Apply on the Go!
Download updazz Jobseeker App and get a seamless experience for your job-hunting
12/06 Vanishree
Recruiter at Multi Recruit

Views:94 Applications:14 Rec. Actions:Recruiter Actions:0

Investment Counsellor - Wealth Management - Investment Product (2-6 yrs)

Bangalore Job Code: 78376

- It will require managing investment portfolio of High Net worth Individuals.

- Candidate should be free to do open market acquisition.

- Understanding of financial products available like Mutual fund, insurance, stocks, bonds, general insurance.

- Candidate has to understand the financial needs of the customer and analyze the gap.

- Candidate has to manage end to end relationship of the customer.

- Support and ensure the compliance and operational activities.

- Ensure adherence to KYC, FATCA and Anti Money Laundering.

- Handling the customers query and act on it.

Desired Candidate Profile:

- Candidate should have excellent communication skills.

- Candidate should have experience in sales.

- Should have knowledge about Mutual Funds, Insurance

- Candidate should have knowledge about current economy and market.

- Candidate Should be NISM -VA Certified


- Any Graduate with experience in Sales & Marketing

Experience: 2-6 years

Total Number of Vacancies - 3

CTC: 3L to 6L

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Add a note
Something suspicious? Report this job posting.