28/08 Sheetal Shetty
Recruitment Team at Karvy

Views:3319 Applications:82 Rec. Actions:Recruiter Actions:55

Karvy - Investment Advisor (5-7 yrs)

Delhi/Kolkata Job Code: 736887

- Analyze all products such as Equity, Mutual Fund, Insurance, structured products, RE/PE funds etc. available

- Understand the new products launched and explain to the sales team (Both the product and process)

- Understand customers needs & requirements and accordingly suggest products mix

- Act as an intervening link between the research, products & solutions team and the Wealth Advisors

- Understand research outputs and explain it to the WAs

- Coordinate with the Portfolio Managers and Research analysts (products team) for taking investment decision for the clients

- To help in the process of drafting & modification of the Financial Plan of the clients and streamlining the process of doing that

- Prepare and modify Financial Plans as required by clients in conjunction with Wealth Advisors

Salary offered: 9-12LPA

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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