Investment Advisor - Ghatkopar

Location

Mumbai | India

Job description

Description:

We have an urgent opening for the position of  Investment Advisor for a Reputed CA Firm at Mumbai (Ghatkopar) .

Job Description:

Please find the details for the same:

Position:  Investment Advisor

Salary: As per Industry norms

Qualification: MBA Finance/Insurance, CFP (Certified Financial Planner)

Office Timings: 9.30 AM to 6:30 PM

Weekly Off-Sunday

Skills Required:

• Knowledge/Experience in LIC
• PMS
• Experience on V.M.Pro Software
• Good English Communication.
• Smart and Presentable.
• CFP(Certified Financial Planner)

Job Role:

• Doing Client Calling
• Need to meet clients at the office.
• Giving them presentations related to investments.
• Clients - Portfolio Management.
• Updating and Guiding clients about policies and schemes.
• Solving their queries and providing adequate solutions for the same.
• Providing suggestions and advising them on investment schemes as per their income.

Note:  Job Training would be given.

lic,pms,v.m pro,Portfolio,Portfolio Management,Investment

Designation: Investment Advisor - Ghatkopar

Vacancies: 1

Experience: 1.0 Year(s) - 5.0 Year(s)

Job tags

Salary