jobseeker Logo
Now Apply on the Go!
Download iimjobs Jobseeker App and get a seamless experience for your job-hunting
21/04 Kapil Sinh
Partner at Emerald Management Services

Views:146 Applications:24 Rec. Actions:Recruiter Actions:11

Investment Advisor/Investment Counsellor/Portfolio Counsellor (8-12 yrs)

Hyderabad Job Code: 916987

An esteemed client of EMS, which is a renowned and leading financial institution is hiring Investment Advisors in Hyderabad.

Role & Responsibilities :

- Understand client risk and return profile, identify investment opportunities, provide suitable solutions and ensure periodic investment portfolio review

- Keep abreast with developments in investment products and opportunities

- Share with the client or prospective client house views on various asset classes; and explain the rationale

- Showcase investment products to clients which may be of interest for them or which are on the approved list

- Explaining key risks and other features of products in which the client wishes to invest and updating the client on the same post sales

- Assist the client in aligning their investments as per his needs and risk appetite in line with dynamic asset allocation

Ideal Candidate :

- Full-time Graduate, Master's preferred

- Fair knowledge of equity and debt market and MF.

- Prior similar experience in handling investment products.

- Target driven and business driven with professional approach.

- Good oral and written communication Skills.

CTC : Up to 20 LPA

PS. Do not apply for the position if your profile does not completely match the position specifications and location

Women-friendly workplace:

Maternity and Paternity Benefits

Add a note
  • Apply
  • Assess Yourself
  • Save
  • Insights (Read more)
  • Follow-up
    (Read more)
Something suspicious? Report this job posting.