• Investment Advisor Jobs in Anand,India

  • Ambition Learning Solutions
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  • 3 - 5 Years
  • Posted : above 1 month

Job Description:

To help in the process of drafting & modification of the Financial Plan/Strategy of the clients and streamlining the process of doing that
Should be able to understand the products (Like Equity, Mutual Fund, Insurance, other) available
Compare the various options available in that product
Should be able to understand the new products launched and explain to the sales team (Both the product and process)
To understand customers needs & requirements and accordingly suggest products
To act as an intervening link between the research, products & solutions team and the Wealth Managers (WMs)
To be able to digest research outputs and explain it to the WMs
To coordinate with the Portfolio Managers and Product Managers for taking investment decision for the clients

Candidates Profile

CFP or NISM X-A & X-B are mandatory Other qualifications like CFA, MBA (Finance) Degree holder are an advantage
3-5 years of relevant work experience preferably in the financial industry
A thorough understanding of financial products along with their performance, risk profile, etc
Excellent written communication skills with clarity of thought, speech and expression
Good interpersonal skills
Very Good Analytical Skills
Organizational skills & Time management skills
Understanding of software like, Morningstar, ACE and Bloomberg

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Educational/Training, Research/Surveyor/MR
Functional Area : Accounting/Tax/Company Secretary/Audit
Role : Cost Accounting/ ICWA
Salary : As per Industry Standards
Deadline : 01st Mar 2020

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