Freelancer at Jaden Executive
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Senior Relationship Manager - Sales - Investment Bank (3-5 yrs)
"A) Individual must have prior experience in financial & wealth advisory domain. Primarily in ""Mutual Fund"", ""portfolio and wealth management"", general Insurance (health ins., motor ins. etc.), risk analysis and research, Fixed Deposits, PMS, Bonds, Indian equity instruments, Gold investment alterternatives etc.
B) Individual should have understanding about micro and macro fundamentals impacting asset price movement and portfolio risk and return and carry out periodical review of the client's investment portfolio vis a vis his/her risk appetite and changing market dynamics.
C) Individual should be self- thriving, generate leads from natural market and augment revenue primarily through core financial products.
D) Individual should deploy tax optimization strategy while managing clients portfolio
E) Individual should have an eye for detail and analytical mindset
F) Individual should have optimal knowledge about MS Office (Excel, Powerpoint, Word)"
Qualification :
"i) Minimum Graduate - MBA Finance / CFP or CWM (preferred)"
Desired Candidate :
"i) Minimum Experience :
- 3 years and above in investment management & wealth advisory
ii) Candidate with NISM - MF Advisory Module / CFP / CWM would have an added advantage"
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