Investment Counsellor Job Vacancies in Bangalore

Relationship Executive

Ferdinand Wealth Management

0 - 5 yrs
7.5 Lac/Yr
Whitefield Bangalore

Corporate Banking Finance Advisor Financial Planner Investment Advisor Investment Counsellor

Job Description:We are a 'Reference-Only' financial coaching practice managing over 160 Crores in AUM across various asset classes. Our company is looking for knowledgeable & responsible financial advisors to join our team who will be responsible for providing financial guidance to our high-net-worth clients in order to help them accomplish their financial goals & educate them about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy with a very generous un-capped incentive structure for working in the best interests of our customersYou can learn more by visiting the founder's LinkedIn profileYour Roles & Responsibilities will include:Explaining the pros and cons of various investment strategies, answering all finance-related questions, and addressing clients concerns.Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.Developing financial plans to help clients achieve their long-term, mid-term and short-term financial goals.Communicating openly, consistently, and honestly with clients and always keeping them informed about changes to your investment strategy.Completing and submitting investment-related documents, including application withdrawal forms and tax proofsPerforming day-to-day administrative tasks, such as responding to emails, calls, and escalations from clients and vendorsIdentifying common problems and escalating them to management, along with possible suggestions for improvement, wherever possible.Qualities and Skillsets we are looking for:An effective communicator with excellent written and verbal communication along with excellent interpersonal skills.Good analytical and problem-solving skills with a fine eye for details.Self-motivated and confident with a strong work ethic and ability to work independently without much supervision.

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Regional Manager - ETF (AVP)

Waytogo Consultants Pvt Ltd

8 - 14 yrs
20.0 Lac/Yr
Bangalore

Mutual Funds Investment Counsellor Regional Manager

The position is responsible for owning, managing and driving total passive business (ETFs, Index Funds and Fund of Funds) in South Zone (Karnataka, TN, AP, Telangana and Kerela) through consultative engagement with multiple channels and direct ClientsPurpose of the JobResponsible for achieving sales targets and development of passive funds market in South.Should be able to reach to the Direct clients, Wealth outfits, RIAs, PFs/Superannuation funds and select partners on his own or with the help of the respective ZH/ RH of the Zone/ Regions.Do cross selling of passive products to active clients.Focus on increasing the premium client base of passive investors by acquiring Family offices, UHNIs and HNIs.Regularly educate and inform the team on the ground about the latest ETF developments by conducting sessions on a periodic basis.Managing the zone with complete ownership of developing the passive business in the zone to substantial level.

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