Adviser Jobs in Pune - Balaji Wealth Management Group

Balaji Wealth Management Group
Pune(J.M. Road , Shivaji Nagar )
0.6 Years
Adviser Jobs in Pune - Balaji Wealth Management Group
Last Date 26 Sep 2018

Balaji Wealth Management Group - Job Details

Date of posting: 28 Jul 18

Responsibilities and Duties

Job Profile:

  • The relationship manager will be responsible for acquiring preferred clients (HNI/Ultra HNI).
  • Track the HNI/Ultra HNI segment in the market for new client acquisition to research, investigate.
  • Investment Advisory: Advising clients on various investment ideas based on the suitability to their risk profile, return expectation, asset allocation, liquidity needs etc. viz. Equity Funds, Portfolio Management Services,Mutual funds (Equity and Debt),Stock Broking, Offshore Investments, Commodities, Currency Derivatives, etc..
  • Sales for DE-MAT & Trading A/c opening process
  • Responsible for collating Margins on account & Selling Mutual Funds
  • Maintain client relationship and provide them best service.
  • To ensure that the defined productivity targets on service levels, quality parameters are met consistently.
  • To conduct and assist in organizing seminars, workshops and other business development activities.
  • Minimum 6 month experience from financial background or into sales.

Job Summary

Job Type : Full Time
Job Role : Counsellor
Job Category : Teaching,BSc/BCA/BBM
Hiring Process : Face to Face Interview
Who can apply : Experienced (0.6 Years)

About Balaji Wealth Management Group

Established in 2014, we, BALAJI WEALTH MANAGEMENT GROUP are an independent, full-service, client-centric investment solutions firm . We started 'FourPrice Capital' trading firm for Scalping and Jobbing platform for traders. Now  in 2018,we are going to started with our new Financial Advisory to all portfolio product and Wealth Creation to our valuable customers.Our objective is to provide unbiased advice and services to both individual and institutional investors using a wide range of financial instruments. Wealth Advisors is structured into three main divisions, Private Wealth Management , Financial Planning and Investment Adviser services , backed by a team of dedicated Managers and a Central Advisory Team.
This posting is done directly & exclusively on We do not entertain any unsolicited calls or enquiries from any consultants, other portals or TPOs. Notice: This recruitment is FREE. if the recruiter charges any fees, please write us
Personal loan advisor
Any Graduate
Any Graduate
Spoken English Counsellor
12th Pass (HSE)
Admission Counsellor
B.Com, BA, BBA/BBM, BCA, BE/B.Tech...

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Balaji Wealth Management Group recruiting Adviser Experienced(0.6 Years) candidates candidates nearby Pune(J.M. Road , Shivaji Nagar ).Balaji Wealth Management Group vacancies for Adviser is recruited through Written-test, Face to Face Interview etc.
Balaji Wealth Management Group Company recruits a lot of Experienced(0.6 Years) candidates candidates every year based on the skills . The candidates with M.Com, BBA/BBM, MA, BSc, BCA, BSW, BEd, MEd, BFA, PG Diploma, MSc, M Phil / Ph.D, B.Com, MCA are selected to full fill the vacancies in Counsellor job field. The candidates nearby Pune(J.M. Road , Shivaji Nagar ) can apply for Adviser position in Balaji Wealth Management Group. All candidates should have a degree or post-graduation in the required field based on the requirement mentioned. The jobs are available in Full Time basis. When it comes to the Balaji Wealth Management Group recruitment, candidates are mostly chosen for the department of Counsellor . To learn more about the current jobs and other details, it is better to go through official site of Balaji Wealth Management Group and Freshersworld. Find the latest jobs near you and near your home. So, that you don’t need to relocate. The Freshersworld is a leading employment portal that researches the official site of Balaji Wealth Management Group and provides all the details about the current vacancies, the application process, selection process, interview test details, important dates and other information. Search and apply for the top job positions in Balaji Wealth Management Group and near your city and get a secured career.