Search Jobs

Certified Financial Planner / Investment Advisor

Apply without registration
5,00,000 - 8,00,000 P.A. Openings: 5 Posted 16 days ago Job Applicants: 35 Job Views: 392

Job Description

Send me Jobs like this
    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


Desired Candidate Profile

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


UG: Any Graduate - Any Specialization

PG:Any Postgraduate - Any Specialization

Doctorate:Doctorate Not Required

Company Profile:

Akshaya Wealth Management (P) Ltd
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.
View Contact Details
Apply without registration

IEIL has taken all reasonable steps to ensure that information on this site is authentic. Applicants are advised to research bonafides of advertisers independently. IEIL shall not have any responsibility in this regard. We also recommend that you visit Security Guidelines and Terms and Conditions for more comprehensive information on this aspect.

Job Posted by

Siji Jose Company Recruiter Akshaya Wealth Management (P) Ltd Bengaluru / Bangalore

I agree to the Terms and Conditions