Overview
Financial Advisor / Investment Advisor ( PMS / MF )
Client Financial Advisor
Client – NBFC
Experience – 2+ yrs
Location – Bangalore / Hyderabad / Pune
Education – MBA Finance/ Graduate / PG
Certificates – CA or CFP is preferred / NISM VA and XXIA certificates
Requirement :
– Engage with discerning clients possessing a net worth of 50 lakhs and above.
– Help people understand company’s Portfolio Management Service in Mutual Funds.
– Guiding clients to make good investment choices
– Video meetings with potential clients where you will have to review client’s portfolio holdings and give your expert suggestions on if their holdings is aligned with the market (portfolio size of – 50L above)
– Interact and convert these high-intent inbound clients into investing in our portfolio products.
– Have good knowledge of the overall markets and use those points in your conversations with clients.
– Evaluate customer requirements and asset distribution, actively initiate communication with the customer to confirm a thorough comprehension of their financial needs and future wealth management objectives.
– Showcase company’s portfolio management approach of fund selection, investment strategies, risk management and guide them on future investments.
– Maintain good relationships with your existing clients for investing more into different