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30/10 Sakshi Sinha
Talent Acquisition at ZISPL

Views:14 Applications:20 Rec. Actions:Recruiter Actions:9

Wealth Advisor - Sales - Bank (1-7 yrs)

Bangalore/Gurgaon/Gurugram/Mumbai Job Code: 298239

Key Points :

- Provide financial advice and planning services.

- Analyze client financial situations and adjust portfolios accordingly.

- Attract high-net-worth clients through various channels.

- Continuously review and align client portfolios.

- Build and maintain client relationships.

- Stay informed about financial market trends and products.

- Candidate needs to be PG

- Person with NISM 5A mandatory

- NISM 10A & 10B should be given within 2 months of joining (added advantage)

- Apart from above 3 points anyone with CFP (Certified Financial Planner), CWM (Chartered Wealth Manager), CFA (Chartered Financial Analyst) are very considered (in this case they need not have any above mentioned qualification )

Sakshi Sinha
7906377102

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