Pioneer Insurance - Manager - Registered Investment Advisor/Wealth Team

Manager RIA (Registered Investment Advisor) , Wealth Team

- Understand client risk and return profile, identify investment opportunities, provide suitable solutions and ensure periodic investment portfolio review

- Keep abreast with developments in investment products and opportunities

- Share with the client or prospective client house views on various asset classes; and explain the rationale

- 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 their investments as per his needs and risk appetite in line with dynamic asset allocation

Ideal Candidate:

- Qualification ; Professional / Master's

- Fair knowledge of equity and debt market and MF.

- Prior similar experience in handling investment products.

- Certification; NISM XA & XB

- Business driven with professional approach.

- Good oral and written communication Skills.