• Investment Counsellor Wealth Management Jobs in Bangalore,India

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  • 2 - 6 Years
  • Posted : above 1 month

Job Description:

Investment Counsellor Wealth Management 2-6 Years

Banking / Financial Services / Broking

3 Lac - 6 Lac pa

Posted 12 hours and 44 minutes ago

Job Function Sales, Retail, Business Development

Job Description

It will require managing the investment portfolio of High Net worth Individuals
Candidate should be free to do the 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 the relationship of the customer
Support and ensure 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 the current economy and market
Candidate Should be NISM -VA Certified

Job Summary

Greetings! We are hiring Investment Counsellor with 2-6 years of experience, interested candidates can apply


Field Sales sales Field Work Business-Development Direct-Sales Direct Marketing B2B B2C Client Servicing Client Meeting sales Marketing

Job Role

Sales Executive/Officer


Any Graduate,Post Graduation Not Required,Doctorate Not Required


2-6 Years

Number of Vacancies


Rounds of Interview


Work Timings

9 AM - 6 PM


Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Recruitment/Placement Agencies, Consulting Services
Functional Area : Banks/Insurance/Financial Services
Role : Banking -General
Salary : As per Industry Standards
Deadline : 25th Feb 2020

Key Skills:

Company Profile:

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