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Investment Advisor with a Leading Financial Co.

2 - 7 yrs
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5,00,000 - 12,00,000 PA. Openings: 5 Posted 26 days ago Job Applicants: 235 Job Views: 487

Job Description

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    # Deepening client relationship through investment solutions, such as Mutual funds.
    # Interacting with team members to maximize business importunity via leads and client reference.
    # Portfolio maintenance of existing and new clients.
    # Maintaining relationship with clients.
    # Responsible for Mutual Fund Sales.
    # To be responsible for the Investment business
    # Maintain excellent working relationship with the sales team, Team Leaders, Branch Managers and Cluster Heads
    # Have the ability t o self source business and not depend completely on leads
    # Must be absolutely comfortable in handling and interacting with HNI customers.

    Required Candidate profile

    # Currently must be from any of industry like Mutual Fund, AMC, Broking/Banking Industry possessing mutual fund as one of their core products.
    # 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
    # Good Communication Verbal & Non-Verbal
    # Leadership
    # Self Motivated
    # Excellent market knowledge equities, debt and others
    # People Management
    # Extrovert
    # Pleasing Personality
    # Meticulous Planner
    # AMFI Certification must

Salary: INR 5,00,000 - 12,00,000 PA.

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: Full Time, Permanent



UG: Any Graduate - Any Specialization

PG:Any Postgraduate - Any Specialization

Company Profile:

Fortune Human Capital (P) Ltd

Our client is one of leading and premium financial Co. of India and being counted among Best Employer.
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Job Posted by

Sam Andrews HR - Talent Sourcing Fortune Human Capital (P) Ltd. Delhi


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