
Financial Expert Seeking Equities Professional
3 days ago
Job Title: Financial Expert Seeking Equities Professional
About the Role:
We are seeking a skilled investment professional to assist in raising funds from high net worth individuals and ultra HNI clients through technical fundamental research on equities.
The successful candidate will be responsible for conducting regular meetings with active clients, converting dormant clients into active ones along with their wealth managers, and attending regional visits for client meetings, seminars, and events.
This role involves providing investment support, education, and guidance to clients, prospects, and relationship managers, as well as keeping them updated on investment opportunities.
Requirements:
- MBA/PGDBA/PGPM or equivalent degree
- AMFI/NISM certification
- IRDA certification
Ambitious and passionate individuals who want to make a meaningful contribution to our team's success should consider this opportunity.
About Us:
We offer a wide range of financial products and services to our customers. Our commitment is to deliver exceptional customer experiences and build long-term relationships with our clients.
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