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07/02 Harshita
Recruitment Consultant at Olive Green Consulting

Views:217 Applications:42 Rec. Actions:Recruiter Actions:7

Investment Advisor - BFS (3-8 yrs)

Bangalore Job Code: 1217108

Investment Advisor


Responsibilities:

- Extend investment advice to prospects and raise capital for the listed investment opportunities.

- Develop strong product knowledge and manage existing investor relationship.


- Effectively manage all existing and new leads generated by you.

- Support investment professionals

- Partner with the investment advisors to ensure seamless experience for the client post your initial conversations.

- Collaborate cross-functionally to address client requirements

- Building and maintaining your client base.

Key Skills:

- Commitment towards making our customer successful

- Excellent computer, interpersonal and communication skills

- Ability to gather and use data

- Ability to work in a fast-paced environment

Experience:

- 3+ years

- Preferably with Sales / private wealth management experience.

- NISM XA / XB Certification

- Possess strong knowledge of the investment business and strong understanding of financial planning concepts

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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