Urgent opening for the post of Investment Advisor with leading NBFC in Delhi !! Key Responsibility Area: - Knowledge across Fixed Income, Equity, Hybrid and Hedged products, Real estate and linked assets, Alternate Funds, Private Equity, Life/Non-life insurance and Structured Products - Energetic and Passionate to do visits to HNI customers. - Portfolio Restructuring, Financial Planning based on customer risk appetite - Factoring Clients AUM, Visa Vi Industry and market risk - Doing joint visits with young RMs and helping them to close deals & nurture young talent. - Possess skills of handling HNI clients and understanding their financial and non-financial needs. - Updated on Current affairs and latest news across the globe. - Experience of handling HNI clients for min 5 years. - CFP Certified preferred - Under client's risk appetite and Restructuring Client portfolio - Calculating HLV and business insurance preposition like MWPA, Keyman etc.

Delhi NCR

Investment Advisor - NBFC 

Investment Advisor - NBFC  ,Job Description for Investment Advisor - NBFC  in Impeccable HR Consulting in  Delhi NCR for (5-7) years of experience. Apply Now!

Job Description for Investment Advisor - NBFC  in Impeccable HR Consulting in  Delhi NCR for (5-7) years of experience. Apply Now!