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Investment Advisor

5 - 8 yrs
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Not Disclosed by Recruiter Posted 10 days ago Job Applicants: 22 Job Views: 148

Job Description

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    • Managing a client base efficiently, through strong relationship skills
    • Deepening the client relationship through investment solutions such as Mutual Funds, Bonds, etc
    • Interacting with team members to maximize business opportunity, via leads and client referrals

Salary: Not Disclosed by Recruiter

Industry: Banking / Financial Services / Broking

Functional Area: Financial Services , Banking , Investments , Insurance

Role Category:Mutual Funds/Fund Management/Asset Management

Role:Sales Executive/Investment Advisor

Employment Type: Permanent Job, Full Time


Desired Candidate Profile

    • Graduate, with minimum of 5 years experience in retail financial services
    • We prefer candidates with relevant experience in the sale and distribution of Mutual Funds
    • NISM Certification is a pre-requisite before job commencement
    • A business management diploma or CFP (certified financial planner) is an added plus
    • The candidate should posses the ability to work with teams, and in a co-dependent culture
    • He/she should posses ambition, exercise diligence, and have process-orientation
    • Strong communication skills"


UG: Any Graduate - Any Specialization

PG:MBA/PGDM - Any Specialization, PG Diploma - Any Specialization

Company Profile:

Adidar Consulting

Leading client of Adidar Consulting
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