Job requirement for one of our clients that is one of the biggest banks in India

Job Posting:

Role: Portfolio Counselor

Location: Mumbai

Exp: Min 7 years

Salary offered 18 - 22 lacs pa (fixed)

Responsibilities

The Portfolio Counselor will be a subject matter expert in Investments, insurance, real estate and direct equity, specifically catering to the independent and holistic financial consultation needs of the NRI .

Middle East, NRI, offshore products

NRI Investment products

The key responsibility of the portfolio counselor would be to

- Analyze the customers portfolio in detail along with historic transactions

- Provide insights in to Portfolio performance

- Provide suggestions to customer based on market conditions and customer needs

Requirements

Minimum 7 year(s) of working experience is required for this position

Should posses Communication Skills

Should posses knowledge Investment Advisory-Wealth Management

Candidates who are interested please send updated resume in the below mentioned format:

Total Experience:
Experience as an Investment Advisor:
Current Organization:
Current Designation:
Current CTC:
Expected CTC:
Notice Period:
Current Location:
Preferred Location:
Reason for Change:

Please read the same and request candidates fitting the criteria to revert with their updated CVs at recruit12@conjugate.co.in with subject line as "Portfolio Counselor"

Rita Patel
Sr. Consultant - HR
Conjugate Consulting and Outsourcing Pvt. Ltd.
Unit-8, Bldg 1, Sector 2
Millennium Business Park
Mahape, Navi Mumbai- India
www.conjugate.co.in
Conjugate seeding Potential
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