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Investment Advisor

Sharekhan Limited
3 - 8 yrs
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incentives Openings: 10 Posted 3 days ago Job Applicants: 66 Job Views: 661

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
    We prefer candidates with relevant experience in the sale and distribution of Mutual Funds and/or Life Insurance
    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

Salary: incentives

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

    Please refer to the Job description above

Education-

Doctorate:Doctorate Not Required

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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Radhika Singh Company Recruiter sharekhan limited Mumbai

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