1 Opening(s)
5.0 Year(s) To 12.0 Year(s)
Not Disclosed by Recruiter
Qualifications: Engineering graduate or equivalent, MBA from a reputed institute
Work Experience: Overall work experience of 5-7 years. Minimum work experience of 2-3 years with a reputed corporate or family office investments or a VC firmStrong financial and business analysis skills as demonstrated by prior experience including financial modellingCapable of understanding ...
1 Opening(s)
1.0 Year(s) To 5.0 Year(s)
0.00 LPA TO 0.00 LPA
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 ...
2 Opening(s)
3.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 20.00 LPA
Client Acquisition and Relationship Management:
Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other ...
2 Opening(s)
3.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 15.00 LPA
Client Acquisition and Relationship Management:
Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other ...
2 Opening(s)
3.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 15.00 LPA
Client Acquisition and Relationship Management:
Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other ...
2 Opening(s)
3.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 15.00 LPA
Client Acquisition and Relationship Management:
Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other ...
2 Opening(s)
3.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 15.00 LPA
Client Acquisition and Relationship Management:
Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other ...
2 Opening(s)
5.0 Year(s) To 12.0 Year(s)
8.50 LPA TO 14.00 LPA
JD For RM- WealthClient Acquisition and Relationship Management:
Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate ...
10 Opening(s)
5.0 Year(s) To 12.0 Year(s)
8.50 LPA TO 14.00 LPA
JD For RM- WealthClient Acquisition and Relationship Management:
Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate ...
1 Opening(s)
5.0 Year(s) To 7.0 Year(s)
Not Disclosed by Recruiter
Job Description
Min. 5 years of Investment, Fund Management or Investment advisory experience with Proof.
Postgraduate in Finance / Business / Economics / MBA / PG Diploma
NISM 10A & 10B Certificate latest . If not, then the candidate should be willing to take NISM 10 A - 10B Exam ( Company will ...