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

Experience

– 1 - 2 Years.

Compensation

– As per Industry Standards.

Qualification Required – Certified Financial Planner & NISM VA

Contact Details :

herzel@wealthpremier.com

85919 47337

www.wealthpremier.com