Investment Advisor - Ghatkopar
Job Description:
Description:
We have an urgent opening for the position of Investment Advisor for a Reputed CA Firm at Mumbai (Ghatkopar).
Job Description:
Please find the details for the same:
Position: Investment Advisor
Salary: As per Industry norms
Qualification: MBA Finance/Insurance, CFP (Certified Financial Planner)
Office Timings: 9.30 AM to 6:30 PM
Weekly Off- Sunday
Skills Required:
- Knowledge/Experience in LIC
- PMS
- Experience on V.M.Pro Software
- Good English Communication.
- Smart and Presentable.
- CFP(Certified Financial Planner)
Job Role:
- Doing Client Calling
- Need to meet clients at the office.
- Giving them presentations related to investments.
- Clients - Portfolio Management.
- Updating and Guiding clients about policies and schemes.
- Solving their queries and providing adequate solutions for the same.
- Providing suggestions and advising them on investment schemes as per their income.
Note: Job Training would be given.
Key Skills :
Company Profile
They started their journey of spreading financial awareness at all levels of society and making our clients’ lives safe, secured and ---y from 1998. During this long tenure they expanded their bouquet of services keeping in mind client’s needs and benefits. Extensive and unbiased research before they recommend any product to their clients and best in the class after-sales-service.
Apply Now
- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.