Recruiter at Multi Recruit
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Investment Counsellor - Wealth Management - Investment Product (2-6 yrs)
- It will require managing investment portfolio of High Net worth Individuals.
- Candidate should be free to do open market acquisition.
- Understanding of financial products available like Mutual fund, insurance, stocks, bonds, general insurance.
- Candidate has to understand the financial needs of the customer and analyze the gap.
- Candidate has to manage end to end relationship of the customer.
- Support and ensure the compliance and operational activities.
- Ensure adherence to KYC, FATCA and Anti Money Laundering.
- Handling the customers query and act on it.
Desired Candidate Profile:
- Candidate should have excellent communication skills.
- Candidate should have experience in sales.
- Should have knowledge about Mutual Funds, Insurance
- Candidate should have knowledge about current economy and market.
- Candidate Should be NISM -VA Certified
Education:
- Any Graduate with experience in Sales & Marketing
Experience: 2-6 years
Total Number of Vacancies - 3
CTC: 3L to 6L
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