Primary Job Responsibilities: - Understand client risk and return profile, identify investment opportunities, provide suitable solutions and ensure periodic investment portfolio review. - Keep abreast with developments in global markets, investment products and opportunities - Liaise with central research / advisory / product teams / business divisions for identifying opportunities to cater to clients requirements. - Share with the client or prospective client house views on various asset classes; and explain the rationale - Fee income generation through constant interactions with Relationship Manager and Client. - Competition mapping and augmenting new product development - 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 his investments as per his needs and risk appetite in line with dynamic asset allocation; - AMFI and IRDA certification and registration for marketing mutual fund and insurance products in addition to NISM Advisor Certification (I &amp; II). Role: - Ability to generate new leads, activity to generate leads through POS, Investor awareness program Minimum 5O Cr Plus Deals . - Follow up to convert investment for lump sum, SIP etc. - Ability to Review investment and propose new changes to customer. - Will closely work with Executive Director, Country Head and CEO Requirement: - Ample years of Investment advisor experience - Fair knowledge of equity and debt market and MF. - Prior experience in handling investment products. - Target driven and business driven with professional approach. - NISM certification advisor module is mandatory. - Good oral and written communication Skills. CTC: Up to 1 Cr.

Mumbai

Investment Advisor - Mutual Fund/Equity/Debt Market 

Investment Advisor - Mutual Fund/Equity/Debt Market  ,Job Description for Investment Advisor - Mutual Fund/Equity/Debt Market  in Emerald Management Services in  Mumbai for (10-18) years of experience. Apply Now!

Job Description for Investment Advisor - Mutual Fund/Equity/Debt Market  in Emerald Management Services in  Mumbai for (10-18) years of experience. Apply Now!