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Certified Financial Planner / Investment Advisor

Akshaya Wealth Management (P) Ltd
2 - 5 yrs
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5,00,000 - 8,00,000 P.A. Openings: 3 Posted 12 days ago Job Applicants: 25 Job Views: 163

Job Description

 
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    1) To prepare comprehensive Financial Plan for Clients.
    2) To fix meeting with clients periodically and to review the Financial Plan .
    3) To review the Investment Strategy and to suggest any modification if required after confirming from the Investment Advisor Team Leader.
    4) To work as profit center for Client and the organization .
    5) To act as single point of contact for Investment Advisory Clients.

Salary: INR 5,00,000 - 8,00,000 P.A. Eligible for Incentive based on performance

Industry: Banking / Financial Services / Broking

Functional Area: Financial Services , Banking , Investments , Insurance

Role Category:Mutual Funds/Fund Management/Asset Management

Role:Portfolio Manager

Employment Type: Permanent Job, Full Time

Keyskills

Desired Candidate Profile

    CFA / CFP /Associate CFP mandatory.
    Age between 25 to 35.

Education-

UG: Any Graduate - Any Specialization

Company Profile:

Akshaya Wealth Management (P) Ltd

www.akshayawealth.com
Started in 2003 as Proprietary Concern and registered as Private Limited Company in 2007. SEBI registered Investment Advisor , AMFI registered Mutual Fund Distributor , IRDA registered Corporate agent for Insurance , represent as DSA (Home Loan ) for HDFC ,SBI, LICHFL, ICICI. Single point of contact for all Financial services from PAN Card services to WILL Documentation.
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Siji Jose Company Recruiter Akshaya Wealth Management (P) Ltd Bengaluru / Bangalore

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