Recruitment Team at Karvy
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Karvy - Investment Advisor (5-7 yrs)
- 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
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