Bankingms office
Bengaluru
Job Description
We have Openings for Dynamic and target oriented Professional, with
proven record of accomplishment in wealth management / equity markets.
Responsibilities
and Duties: Will be responsible for primarily selling Equity based
investment products/ PMS (Portfolio Management) to HNIs.Responsible for
identifying customer needs, assessing their risk appetite and providing
them investment options.Responsible for achieving targets as assigned by
the organization on a monthly basis.Provide regular updates to the
immediate superior as and when required.Must have the contact of strong
HNI client base minimum 50-100.Must be managing Asset under Management
(AUM) of 5-50cr.To ensure doubling of the Current AUM and out
performance on a sustained basis.To successfully launch and implement
New Schemes.Strong communication and branding of the PMS. Must able to
handle and manage Fund Accounting.Should focus and devise strategies
having customer service orientation.Communication skills and sales
skills should be strong.
Required Experience and Qualifications: Must be a graduate/ Post graduate from Finance /Marketing domain with minimum 6-months experience in a stock broking firm only are qualified.Understanding of PMS and Mutual Fund/AIF - Operations, MS Office, Wealth Spectrum system mandatoryPlease see that the candidates only from Bangalore can apply.Need Candidates with prior experience of acquiring, managing and servicing Ultra High/High Net worth Clients across all asset classes in a Broking/Private bank/wealth management setup.NCFM/NISM Certification is an added advantageMust have the ability to work individually and as a group. Should be self-driven and target oriented.Achieve best in class productivity in order to maximize the efficacy of the sales process.Should act as a productive resource by fulfilling the budgetary expectations of the organization
INVESTMENT ADVISOR
Job Description
Employement Category:
Employement
Type: Full timeIndustry: BankingFunctional Area: BankingRole Category:
Investment BankingRole/Responsibilies: Investment AdvisorContact
Details:
Job Types: Full-time, Walk-In
Salary: ₹15,000.00 - ₹25,000.00 per month
Schedule:
- Day shift
Experience:
- work: 1 year (Preferred)
- total work: 1 year (Preferred)
Education:
- Secondary(10th Pass) (Preferred)
Key Skills
Banking, ms, office
Other Information
| Industry | Banking |
| Functional Area | Finance |
| Role | Finance Manager |
| Qualification | Any,Any Graduation,Class 10,Class 12 |
More Info
- Posted: 05-Feb-2021
- Banking
- 0-1 Years
Company Info
- Compnay Name: I Cap Financial Services
- Industry: Banking
- Email: jobs@icapfinserv.com
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