Investment Advisor/Manager

From 4 to 9 year(s) of experience
₹ Not Disclosed by Recruiter

Job Description

Roles and Responsibilities

Understand client risk and return profile, identify investment opportunities, provide suitable solutions and ensure periodic investment portfolio review

Keep abreast with developments in investment products and opportunities

Share with the client or prospective client house views on various asset classes; and explain the rationale

Showcase investment products to clients which may be of interest for them or which are on the approved list

Explaining key risks and other features of products in which the client wishes to invest and updating the client on the same post sales

Assist the client in aligning their investments as per his needs and risk appetite in line with dynamic asset allocation

Desired Candidate Profile

Fair knowledge of the equity and debt market and MF.

Prior similar experience in handling investment products.

Certification- NISM XA & XB

Business driven with a professional approach.

Good oral and written communication Skills.


UG:Any Graduate

Company Profile

Corporate Stalwarts

Corporate Stalwarts
Company Info
View Contact Details+

Recruiter Name:Mamta

Contact Company:Corporate Stalwarts


Reference Id:003



Not Disclosed by Recruiter

Role Category:

Trading, Asset & Wealth Management


Investment Advisor

Employment Type:

Full Time, Permanent