Investment Advisor/Investment Counselor - Brokerage House

We have Job opening with our client who is India's leading Brokerage House. They are looking for Investment Counsellors candidates with minimum 3 years of Experience having knowledge of capital markets, financial products and taxation.

Location: Anderi

Role responsibilities:

- Meet with HNI/UHNI clients in person or digitally to discuss their financial goals

- Provide tax efficient investment advice to client as per their risk profile.

- Explain the types of financial services company provides to potential clients

- Educate clients and answer questions about investment options and potential risks

- Research investment opportunities

Operating Model

- Work with existing Broking RM to engage in financial planning activities for assigned client

- Extension of regional leadership for client engagement

- Focus on building credibility of company in HNI wealth management

Kindly mention the following details:

Current Company

Current Designation

Qualification

Total Work Exp

Relevant Work Exp

CTC

Exp CTC

Notice period

If you are interested, please send your updated resume to us or call us on 022-41284001. In case if your profile is not matching to the above mentions criteria, please forward this mail to your friend or colleagues who can explore this opportunity.

Pooja Jain
Recruitment Consultant
Contact no:022-41284001
Intellectual Capital HR Consulting Pvt. Ltd
Solaris D, 1st Floor,
Urmi Corporate Park,
Saki Vihar Road,
Powai(E), Mumbai - 400072