Investment Advisor Jobs Opening in Satco Wealth Pvt Ltd at Borivali West, Ghatkopar East, Mumbai

Investment Advisor
Satco Wealth Pvt Ltd
Mumbai(Borivali West , Ghatkopar East )
3+ Years
15000 - 25000 Monthly
Satco Wealth Pvt Ltd
Last Date 05 Jul 2022
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Satco Wealth Pvt Ltd - Job Details

Date of posting: 06 May 22

Dear Candidate,

 We are looking for an experienced and self-driven candidates to join our team!

 Designation: Investment Advisor

 Qualification:Any Graduate (Preferably from Finance)

 Position: 4

 Location: Borivali W.

 Experience: 4-8 Years of relevant experience.

 CTC:  Depends on experience & last drawn CTC.


Skills Required:

  • Excellent Communication & interpersonal skills.

·         Knowledge of MS-Excel, word, Power point.

·         Should possess strong networking & relationship building skills.

·         Should be result oriented & team player.

·         Energetic person with excellent analytical & multitasking abilities.

Duties & Responsibility:

  • Selling various financial products ranging from Mutual Funds, PMS, Bonds, AIF, FDs etc.
  • Sourcing new clients and meeting existing clients to increase the AUM.
  • Should have an inclination towards making investment recommendations to clients and prospective clients based on the clients- needs based on sound knowledge of various Financial Products available in the Market.
  • To understand client financial goal and risk profile accordingly suggest suitable Investment products.
  • Achieve business targets for Mutual Funds and for Third Party Products
  • Managing a decent size of client AUM across different financial products.
  • Identify and execute new business opportunities with existing clients


Key Pointer: Primary focus is on revenue generation and achieving targets, should be a self-starter, proactive, target oriented.

Job Summary

Job Type : Full Time
Job Role : Accountant
Job Category : Finance
Hiring Process : Face to Face Interview, Telephonic Interview
Who can apply : Experienced (3+ Years)
Country : India

About Satco Wealth Pvt Ltd

Satco Wealth Pvt Ltd.

Professionally run Wealth Management Company of the SATCO group, caters to the distribution business in  areas of Mutual Fund, Insurance, PMS and other third party products.  It is one of the fastest growing vertical of SATCO group.

Head Office: Bandra (W) Branch: Ghatkoper E /Borivali W

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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
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Satco Wealth Pvt Ltd recruiting Investment Advisor Experienced(3+ Years) candidates candidates nearby Mumbai(Borivali West , Ghatkopar East ).Satco Wealth Pvt Ltd vacancies for Investment Advisor is recruited through Written-test, Face to Face Interview etc.
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