Adviser Jobs in Pune - Balaji Wealth Management Group
Job Description
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 Particulars
Role counsellor
Education M Phil / Ph.D, B.Com, M.Com, MA, BBA/BBM, BCA, BEd, BSc, MCA, MEd, MSc, PG Diploma, BFA, BSW
Who can apply Experienced (0.6 Years)
Hiring Process Face to Face Interview
Employment TypeFull Time
Job Id454878
Job Category Teaching , BSc/BCA/BBM
SkillsMarketing Management
Locality Address J.M. Road , Shivaji Nagar
State Maharashtra
Country India
About Company
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.
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