Certified Financial Planner – CFP Investment Services

Job Responsibilities :

• Existing Customers – Relationships Mapped
• Responsible for managing relationships with clients & providing investment advisory services
• Monitoring and managing client portfolios, developing and implementing investment strategies
• Get the Risk Profiling Done
• Portfolio Reviews with Clients
• Get Investment Top ups and increased Wallet Share
• Get References
• New Customers
• Responsible for Adding New Relationships & Acquire NRI Relationships
• Arranging for Investor Awareness Programs in Corporates
• Providing Solutions to them via various financial products and services like Mutual Funds, Portfolio Management Services, AIF’s, Startups & other Investment Products
• Research & Knowledge
• Knowledge of Financial Products and being well read about Market, and keeping up with market trends and news
• Attending Fund Manager Calls and Product calls and Meetings
• Get Acquainted with Morning Star Research Platform and other Software’s for Analysis
• Research and Analysis and Shortlisting of various Mutual funds schemes, PMS and other Investment products

Other Requirements – Good Analytical and Communication Skills

Qualification Required – Certified Financial Planner & NISM VA

Contact Details :

herzel@wealthpremier.com

85919 47337

www.wealthpremier.com