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Senior Investment Advisor (bank) Advisory

Mumbai, MH
Job Code:
  • Banking & Finance
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Job Details

MBA/CA/ post-graduation (or any other professional qualification)with minimum 4-5 years' experience as Investment Advisor in any leading private or MNC Bank or a national level distributor of MF products or Sales Manager with an AMC; should have AMFI certification; qualified in NCFM/ IRDA/ CAIIB etc. would be desirableShould have an excellent track record of sales performance and achievement of revenue targetsExperience in the area of broking / investment advisory/ capital markets would be an added advantageShould be able to understand in and out of - stocks, bonds, mutual funds and other investment classes like Gold, Real Estate, CommoditiesShould possess thorough understanding of all relevant taxation and other laws relating to investments and should necessarily have a clear grip on NRI related investments options and structured productsShould possess high level of interpersonal skills & be an effective team playerShould be able to take sales initiatives and operate independentlyShould have very good numerical and analytical skills and flair for finance/ financial marketsShould be able to regularly train RMs on product and processes and market trendsShould be able to collect MIS; monitor and deliver results on his mapped TeamAbility to communicate in multiple languages would be an added advantageKindly get back in case of query..
Degree: MBA/ PGDM

Additional Degree: BA (Arts) | B.Com. (Commerce) | B.Pharm. (Pharmacy) | B.Plan. (Planning) | B.Sc. (Science) | BBA/ BBM/ BBS | BCA (Computer Application) | Diploma-Other Diploma | B.Ed. (Education) | BHM (Hotel Management)

Experience: 5-10


Accounting/Financial Products | Channel Sales | Client Servicing | Counter Sales
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