• Executive Investment Advisory & Service Jobs in Navi Mumbai,India - 24985340

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  • 1 - 4 Years
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Job Description:

Job Title Executive Investment Advisory & Service

Qualification & Experience Graduate with minimum 1 year of experience in Financial Services / Financial Planning / Investment Advisory
Associate Financial Planner (AFP) / NISM XA & XB Investment Advisor Module Preferable

Job Profile & Requirement Responsible for engagement with existing Investment Advisory customers
Engagement through e-mail & telephone with existing customers once in a month
Data extraction from backend for e-mail triggers / telephonic discussion with existing customers
Should be proficient in MS Excel & Word
Should have good understanding of financial markets and various asset classes & products like Equity, MF, Insurance and Fixed Income
Should possess good oral & written communication skills

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Educational/Training, Research/Surveyor/MR
Functional Area : Banks/Insurance/Financial Services
Role : Mutual Funds
Salary : As per Industry Standards
Deadline : 06th May 2020

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