Wealth Advisor



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FLIP Certification:
Wealth Managment
Experience (Years):
2-3 Years
3-4 Years
4-5 Years
Country:
INDIA
Job Location:
Bangalore
Chennai
Delhi
Hyderabad
Mumbai
Pune
Created:
25-11-2011
Job Description
  • To prospect, acquire and retain clients
  • To achieve budgeted targets in terms of number of clients/volume of business & assets.
  • To research, investigate and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients’ portfolios
  • To coordinate with product and research team for taking investment decisions for the clients
  • To recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client
Job Requirements
  • MBA (finance or marketing) or Focused Education in financial planning/wealth management
  • 2-5 years of work experience in investment research, financial planning, and/or wealth management
   Karvy Private Wealth

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