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Investment Advisor - Sales - Professional Investor Segment (1-3 Yrs) Mumbai (BFSI Sales)

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by Updazz.com
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Job Specifications
Employment Type Full time jobs
Minimum Experience 1 yr
Job Description
Education: B.Fin/ M.Fin/ CA/ CFA or MBA (CFA/CA/CFP would be added qualification)Must Have/Preferred Skills/Experience :- Have a good understanding of fundamental research reports written by the institutional research team.- Reasonable knowledge of Indian Equities/Capital Markets.- Ability to market these reports to Institutional clients.Responsibilities :- Acquire and advise small and mid-sized PMS, AIF, Family Offices, and large HNIs.- Build and nurture strong client relationships through exceptional communication.- Provide personalized financial advice tailored to the needs of professional investors.- Leverage expertise in Indian equities and capital markets to identify and execute business opportunities.- Collaborate with Research and Sales Trading teams to drive revenue and increase client wallet share.- Effectively communicate ideas and market research reports to clients.- Demonstrate a strong understanding of fundamental research reports.- Contribute to a positive and collaborative team environment.Skills & Experience :- Excellent communication and relationship building skills.- Passion and reasonable knowledge of Indian Equities/Capital Markets.- Flair for writing to communicate ideas.- Proven sales and client acquisition experience.- Strong understanding of financial markets and products.- Proficiency in using relevant financial software and tools. (ref:updazz.com)

Payroll Type : Permanent
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About Employer
Updazz.com (Registered since July-2017)
HIREGINIE TALENT CLOUD PVT LTD
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