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Wealth Manager - Financial Planner

Abchlor Investment Advisors Pvt Ltd.
Experience : 3 to 4 Years
Education : MBA/PGDM
Location : Mumbai
Job Role : HR
Posted on 06 Jan 20
Job is expired
Job DescriptionLast Date 06 Mar 20
Wealth Manager - Financial Planner 
Category : Financial Services 

  • Location : Mumbai (Only local candidates may apply) 
  • Experience: 3 - 5 Yrs
  • Education : MBA/PGDBM - Finance / Marketing 
  • Key Skills : Mutual funds, Private banking, Equities, Insurance 

Description :

  • Candidates with 3-5 years of experience with strong communication, selling skills and leadership skills may apply. 
  • You will be responsible for aquisition and servicing of HNI / Super HNI clients 
  • You will be responsible for the sales of you and your team. 
  • Sales products include: Online / Offline Share Trading accounts, Online / Offline Mutual Funds Investments accounts, Insurance, Loans You must be able to analyse and manage portfolios of clients. 
  • Achieving a higher share of wallet to increase revenues will be important You must be NISM certified. 
  • IRDA certification will be added advantage You must have strong command over English Language and leadership qualities to manage a sizable team. 
  • You will be responsible for strategising and implementing marketing initiatives
Job Type : Full Time
Interview Type : Face to Face Interview
Company Description
InvestOnline is one of the leading mutual fund investment platforms in India. Owned, governed and managed by Abchlor Investment Advisors Pvt Ltd., InvestOnline is established with an aim to help investors create clear, appropriate investment goals.
Job is expired
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