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Investment Advisor- Mutual Fund - Pune

4 - 9 yrs
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Not Disclosed by Recruiter Openings: 10 Posted 10 days ago Job Applicants: 274 Job Views: 1486

Job Description

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    Wealth Management with at least 5 years of experience in handling HNIs/ UHNIs
    Book size of Mutual Funds (For eg : Rs 25 Cr )
    NISM Mutual Fund Certification Mandatory (NISM SERIES VA )
    Active client base (no of clients ) and clients he can move from his erstwhile organizations with AUM.
    Must be good at Client profiling (able to pitch right funds to every age group )
    Existing targets in terms of revenue and client activation
    Mutual Fund concepts (SIP, SWP,ETC ) and taxation
    Have the ability to self source business and not depend completely on leads
    Excellent market knowledge equities, debt and others

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:Portfolio Manager

Employment Type: Permanent Job, Full Time


Desired Candidate Profile

    Please refer to the Job description above
Company Profile:

Sharekhan Limited

Sharekhan was founded by Mumbai-based entrepreneur Shripal Morakhia in 2000.[5] Sharekhan pioneered the online retail broking industry and leveraged on the first wave of digitization, when dematerialization (demat) of securities came into effect and electronic trading was introduced in the stock exchanges. [6]

In India, Sharekhan has over 3500 employees, and is present in over 500 cities through 154 branches, more than 2,300 business partners. The company has 14 lakh clients and on an average, executes more than 4 lakh trades per day
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Job Posted by

Radhika Singh Company Recruiter sharekhan limited Mumbai


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