• Investment Consultant Jobs in Mumbai,India

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Job Description:

Position Details Position Investment Consultant Quantum Information Services Pvt Ltd Company Name Quantum Information Services Pvt Ltd Location Mumbai, India Job Type Investment Consultant Job Description Job Description


Department Financial Planning / Investment Adviser

Job Location Nariman Point, Mumbai

Roles and Responsibilities Financial Planning Client Consultation, Acquisition and Servicing

This role involves the following

Contacting company provided hot leads via personal meetings, phone and e-mail (no cold calls)

Consulting and understanding requirement of individuals and acquiring them for financial planning and portfolio review services

Monitoring and Handling existing portfolios of retails and High Net worth Individual (HNI)

Advising clients on building strategies as per clients financial objectives and time horizon on an on-going basis

Delivering Financial Plans to the clients within agreed time lines

Handling and building long term relationship with HNI and Ultra HNI clients

Candidate Requirement


Minimum 1 year of experience in handling clients (preferably in Financial Planning/Investment advisory)


In-depth knowledge of the various financial products such as mutual funds, bonds, gold, and insurance

Soft Skills

Excellent communication skills and

Passion for client servicing


Must be a Certified Financial Planner (CFP) Or Completed NISM Investment Advisors Examination (Series XA and XB) / AMFI Mutual Fund Advisors Examination

IT Skills

Comfortable working on MS Office tools (Excel, Word and PowerPoint)

Preferred Candidates Existing Industry

Financial Planning

Investment Advisory

Wealth Management

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 : 15th Mar 2020

Key Skills:

Company Profile:

Ambition Learning Solutionsarfix

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