Satco Wealth Pvt Ltd jobs - Investment Advisor

Dear Candidate,

 We are looking for an experienced and self-driven candidates to join our team!

 Designation: Investment Advisor

 Qualification:Any Graduate (Preferably from Finance)

 Position: 4

 Location: Borivali W.

 Experience: 4-8 Years of relevant experience.

 CTC:  Depends on experience & last drawn CTC.

Skills Required:

• Excellent Communication & interpersonal skills.

·         Knowledge of MS-Excel, word, Power point.

·         Should possess strong networking & relationship building skills.

·         Should be result oriented & team player.

·         Energetic person with excellent analytical & multitasking abilities.

Duties & Responsibility:

• Selling various financial products ranging from Mutual Funds, PMS, Bonds, AIF, FDs etc.
• Sourcing new clients and meeting existing clients to increase the AUM.
• Should have an inclination towards making investment recommendations to clients and prospective clients based on the clients- needs based on sound knowledge of various Financial Products available in the Market.
• To understand client financial goal and risk profile accordingly suggest suitable Investment products.
• Achieve business targets for Mutual Funds and for Third Party Products
• Managing a decent size of client AUM across different financial products.
• Identify and execute new business opportunities with existing clients

Key Pointer: Primary focus is on revenue generation and achieving targets, should be a self-starter, proactive, target oriented.