Job Detail

Financial Advisor

Experience : 2 - 5 Years

Wealth India Financial Services Pvt. Ltd
Chennai
Full Time
ABOUT COMPANY

FundsIndia is India's friendliest online investment platform. Trusted by over 8 lakh users, FundsIndia brings together cutting-edge technology and top-notch financial services to create a robust system, enabling users to invest in mutual funds from leading fund houses in India, stocks from the BSE, corporate fixed deposits, and various other investment products.

 
 
JOB ROLE:

Job Description:

Understanding the client's investment needs and providing appropriate advice within the mutual fund segment. Interactions with the clients will happen over email/telephone as our customer base is spread across the globe. Good understanding of other financial products is an added advantage. Following will be tasks involved

  • Need-based Advice on mutual funds.
     
  • Creating Financial plans based on the life goals
     
  • Constructing suitable mutual fund portfolio.
     
  • Asset Allocation pattern of investment advice.
     
  • Periodical Review & Rebalancing the holding Portfolios.
     
  • Constantly engaging with clients to optimise investment opportunities.
     
  • Getting updated about the market events and making clients understand the market behavior.
     

Salary: Not Disclosed by Recruiter

Industry: Banking / Financial Services / Broking

Functional Area: Sales, Retail, Business Development

Role Category: Corporate Sales

Role: Client Servicing/Key Account Manager

Employment Type: Permanent Job, Full Time

 
SALARY:
Not Disclosed By Recruiter
 
ADDRESS:
Wealth India Financial Services Pvt. Ltd, 3rd Floor, Uttam Building, No. 38 and 39, Whites Road, Royapettah Chennai.
 

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Call Us: +91 984 811 1981