Karvy - Investment Advisor

- Analyze all products such as Equity, Mutual Fund, Insurance, structured products, RE/PE funds etc. available

- Understand the new products launched and explain to the sales team (Both the product and process)

- Understand customers needs & requirements and accordingly suggest products mix

- Act as an intervening link between the research, products & solutions team and the Wealth Advisors

- Understand research outputs and explain it to the WAs

- Coordinate with the Portfolio Managers and Research analysts (products team) for taking investment decision for the clients

- To help in the process of drafting & modification of the Financial Plan of the clients and streamlining the process of doing that

- Prepare and modify Financial Plans as required by clients in conjunction with Wealth Advisors

Salary offered: 9-12LPA