SBICAP Securities - Investment Advisor - Wealth

Urgent pening for Investment Advisor - Wealth (Bangalore)

We have Opening for Investment Advisor - Wealth

Location : Bangalore

Investment Advisor role is product specific. Candidates having experience in a specific product (Equity, Debts etc) will be considered for that product

Job Profile :

- Advising clients on range of financial services products

- Wide ranging experience across categories such as: MF, FI, Structured Products, Discretionary Portfolios

- Strong focus on due diligence, quantitative technique and asset allocation

Assisting the Relationship Manager in providing expert opinion regarding investments :

- Work closely with RMs for creation and implementation of their financial plans

- Research and investigate new investment opportunities to determine relevance for clients

- Advising the customers on the right investment products based on their needs and Improving customer's understanding of complex and structured products. Answer clients' questions about the purposes and details of financial plans and strategies referred to by RMs.

- Research / create house view on investment products and market.

- Coaching and regularly updating the RM team on latest developments and investment products

Wealth Management :

- Do a Financial Needs Analysis and Risk Profiling for the customers in the portfolio.

- Periodic Portfolio reviews for all customers

Compliance :

- Ensure AMFI, IRDA and NISM certification

Skills :

- Expert knowledge on investments and markets

- Superior communication and relationship building skills

- Strong process understanding

- In-depth knowledge of the economic trends and events and their potential effect on SBI customers- assets

- Exemplifies the relevant Core Competencies-analysis, candor, leadership, managing change, process management and teamwork.

- Expert knowledge of money management.

Qualification :

- Graduation / MBA with banking knowledge preferred

Preference :

- 8+ years of experience in product expert inputs role in wealth management is preferred

Note : Interviews are on 13 Aug 2015, so Kindly apply with your profiles asap

Nelson K.