Hiring For Investment Counselor In Leading Asset Management Company
Optimum Future · Surat · onsite · Posted 29d ago
₹13.0L - ₹18.0L PA7–12 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
1) Responsible for Concept Selling across the region
2) Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt
3) To conduct Regular Training and Knowledge Sessions for Internal Employees
Strong understanding of Equity & Financial markets
Ability to handle HNI/ UHNI client discussions
Excellent communication & presentation skills
2) Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt
3) To conduct Regular Training and Knowledge Sessions for Internal Employees
Required Candidate profile
7-15 Yrs of Experience in Wealth / Investment AdvisoryStrong understanding of Equity & Financial markets
Ability to handle HNI/ UHNI client discussions
Excellent communication & presentation skills
Sourced from naukri
Skills
NISMWealth Productinvestment counselorwealth advisoryStructured ProductsPMSAsset ManagementCFAInvestment managementAifInvestment ProductsCWMUltra HniMutual Fundsprivate wealthPrivate BankingFinancial AdvisoryCFPWealth ManagementInvestment Advisory
About Optimum Future
Optimum Future
Mumbai, Maharashtra
India
₹2.7L PA avg
Avg at Optimum Future
₹13L – ₹18L PA
This role
About
Hiring For Leading Asset Management Company(AMC) / Mutual Funds Company
Designation : Wealth Manager
Designation : Wealth Manager
Industries
ConsultingRecruitingStaffing Agency
Employee ratings
10 reviews
3.6/ 5
Culture
4.1
Career growth
4.1
Work-life
3.9
Employees rate it well for
Overall Company36Company Culture35
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