Investment Advisor

  • icon job experience 0 - 2 Years
  • icon job opening 4 Openings
  • icon salary 1.3-3.0 Lac/Yr
  • icon job location Mumbai
  • icon job posting Posted 3 days ago
  • Face-to-Face interview Face-to-Face interview

Job Description

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They Should be comfortable with Telephonic interaction.

Responsibilities

To be touch with investor over the phone and update them about latest ongoing scheme (which includes FD, MF, Bonds, Debenture etc) and help them to make wise investment decision based on various factor.

Business development and acquisition of new investors the key criteria of performance matrix.

As per need, male candidate may have to visit client place for completion of documentation (any place, any time, any day).

Qualifications

Bachelor's degree in Finance or related field

Communication Skill

Small interest in sales & Marketing
  • Experience

    0 - 2 Years

  • No. of Openings

    4

  • Education

    Diploma, Advanced/Higher Diploma, Professional Degree, B.A, B.C.A, B.B.A, B.Com, B.Ed

  • Role

    Investment Advisor

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

  • Face interview location

    1st Floor, Nahar Singh Industrial Building, Ram Mandir Road, Goregaon West, Ram Mandir Rd, opp. Movi

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