Investment Advisor Jobs Opening in Satco Wealth Pvt Ltd at Borivali West, Ghatkopar East, Mumbai
Job Description
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 Particulars
About Company
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
