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.
Key Skills
Education
UG:Any Graduate
Company Profile
Corporate Stalwarts
Corporate Stalwarts
Company Info
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Recruiter Name:Mamta
Contact Company:Corporate Stalwarts
Telephone:7803021384
Reference Id:003
Salary:
Not Disclosed by Recruiter
Industry:
Department:
Role Category:
Trading, Asset & Wealth Management
Role:
Investment Advisor
Employment Type:
Full Time, Permanent