• Investment Counsellor - Wealth Management Jobs in Bangalore,India

  • Multi Recruit
  • Save Job
  • 2 - 6 Years
  • Posted : above 1 month

Job Description:


  • It will require managing investment portfolio of High Net worth Individuals

  • Candidate should be free to do open market acquisition

  • Understanding of financial products available like Mutual fund, insurance, stocks, bonds, general insurance

  • Candidate has to understand the financial needs of the customer and analyze the gap

  • Candidate has to manage end to end relationship of the customer

  • Support and ensure the compliance and operational activities

  • Ensure adherence to KYC, FATCA and Anti Money Laundering

  • Handling the customers query and act on it




  • Desired Candidate Profile 


  • Candidate should have excellent communication skills

  • Candidate should have experience in sales

  • Should have knowledge about Mutual Funds, Insurance

  • Candidate should have knowledge about current economy and market

  • Candidate Should be NISM -VA Certified




  • Education 


  • Any Graduate with experience in Sales & Marketing
  • Profile Summary:

    Employment Type : Full Time
    Eligibility : Any Graduate
    Industry : Financial Services/Stockbroking
    Functional Area : Sales/Business Development
    Role : Direct/Commission Sales
    Salary : Rs 3.00 - 6.00 Lacs p.a.
    Deadline : 22nd Jan 2020

    Key Skills:

    Company Profile:

    Company
    Multi Recruit


    Executive Name
    Vani
    class= hirng-comp-oth clearfix

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