Investment Counselor
3 weeks ago
Experience range: 7-8 years
Salary range: 18 to 27 lakhs per annum
Location: Mumbai only (Santa cruz east, Mumbai-400098)
Job description:
To advise large Family Office/UHNI/Corporate Treasuries on their overall investment portfolio and act like a portfolio manager who can also perform sales. Would be required to engage with clients at a portfolio level, and advise on Mutual Funds and overall asset allocation.
Required Candidate profile :
We seek Investment Counselors for a Wealth Management Company. An ideal candidate is expected to be well-versed in selling Mutual funds. It is good to have worked in a fintech company dealing with AMC, Broking, Investment Banking, Mutual Funds, and wealth Management.
Job Title/Role: Investment Counselor
Industry Type: Financial Services (Broking)
Department: BFSI, Investments & Trading
Employment Type: Full Time, Permanent
Mode of work: On site (Alternative Saturdays off)
Role Category: Trading, Asset & Wealth Management, Investment Advisory
Education: Any Graduate/Marketing & Sales/CFA/MBA Finance/Economics/Statistics/Commerce with certifications related to Investment Advisory and Investment Counselling such as NISM.
Key Skills: Investment Counselors & Sales, Investment advisor in marketing, shares, AMC, stocks, bonds, Mutual Funds, Broking, Equity, Financial Advisory, Wealth Management, Investment Advisory
About Company: Experentia Marketing Services LLP
Company Info
Address: Dani Corporate Park, Kalina, Santacruz East, Mumbai-400098, Maharashtra
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