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Kapil Sinh

Partner - India and EMEA at Emerald Management Services

Last Login: 07 October 2021

356

JOB VIEWS

45

APPLICATIONS

5

RECRUITER ACTIONS

Job Code

985309

Investment Advisor/Investment Counsellor/Portfolio Counsellor - Private Banking

8 - 12 Years.Mumbai
Posted 2 years ago
Posted 2 years ago

An esteemed and renowned banking client of EMS, is hiring Investment Advisors in Mumbai.

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.

- Business driven with professional approach.

- Good oral and written communication Skills.

CTC : Up to 25 Lacs PA

Contact - WhatsApp: https://wa.me/919810646466

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

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Posted By

user_img

Kapil Sinh

Partner - India and EMEA at Emerald Management Services

Last Login: 07 October 2021

356

JOB VIEWS

45

APPLICATIONS

5

RECRUITER ACTIONS

Job Code

985309

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