Recruitment Partner at Zecruiters Jobconnect Pvt Ltd
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Wealth Advisor - Sales - Investment Product (1-5 yrs)
Description:
OBJECTIVE:
Consult clients to buy/sell their bonds through the bondskart platform by using our in-house analytics and preparing pitches tailored to meet each client's investment requirements.
RESPONSIBILITIES & TASKS:
1. Client Handling
2. Consult them financially on the latest trends in domestic bond market
3. Solve their concerns and questions related to buying/selling of bonds
4. Help clients understand different options available for buying/selling bonds on the bondskart platform
5. Interact with the transaction execution team to close the orders from the clients
6.Keep existing clients updated with the latest trends in global bonds market
7. Increase buying/selling activity within your existing clients by sharing information on the latest bonds that match their investment requirements
Preference:
Location: Belapur (For Training) Work from home.
- MBA in Finance or Bachelors in Finance/Accounting
- Mutual Funds/Banking experience in customer service or any BFSI
- Good knowledge of Equity, Debt Markets will be added advantage
- Latest Openings for Belapur/Navi Mumbai
