Investment Specialist and Advisor- Mumbai @ Aspiring Mantra

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Investment Specialist and Advisor- Mumbai

Aspiring Mantra
2 - 7 years
Mumbai
4 years ago
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Job Description

Conduct regular portfolio reviews and performance monitoring with clients
Provide updates on investment opportunities to clients and Relationship Managers
Current knowledge of competitors investment capabilities, product offering

Call 9318431***

Required Candidate profile

Minimum Graduate with minimum 3+ year of exp with Banca/ Agency background is must with dealing HNI Clients
Mutual Funds or Investments background is highly preferred
re******************a@gm**l.com

Job Classification

Industry: Financial Services
Functional Area: BFSI, Investments & Trading,
Role Category: Lending
Role: Lending
Employement Type: Full time

Education

Under Graduation: Any Graduate
Post Graduation: ICWA (CMA) in ICWA (CMA), CA in Any Specialization

Contact Details:

Company: Aspiring Mantra
Location(s): Mumbai

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Keyskills: Brokerage Generation Mutual Funds Bfsi Sales Bancassurance nism Equity Financial Advisory HNI Acquisition HNI Client Handling Equity Derivatives relationship manager Wealth Management Demat Insurance investment counselor Investment Advisory

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₹ 2,50,000 - 7,00,000 P.A

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Your name (*)

Email (*)

Mobile (*)

Preferred City (* max. 2 w/comma)

Designation / Expected Role

Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

Add social media [ + ]

Create password

I agree with website service terms and conditions

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Aspiring Mantra

Aspiring Mantra is a recruitment firm. We hire for ITES, IT, Pharma, Banking and Insurance Industry for Executive, Middle and Senior level position

Investment Specialist and Advisor- Mumbai @ Aspiring Mantra

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