Investment Advisor

  • Mumbai
  • 10-25 lakh
  • 4-9 years
  • Views
  • 22 Jun 2017

  • Sales & Marketing, Advisory

  • Financial Services/ Capital Markets
Job Description

Make pitch books and teasers and client acquisitions in Asian market and Europe market via telephonic round of discussions, shooting emails, cold calls and presentations as per suggested by the CEO cum Fund Manager, for various equity investments opportunities either in mutual funds open ended and close ended schemes or off market deals which are in relation to direct investment opportunities offered by the promoters of listed and unlisted stocks and to satisfy the investors through proper investment returns and their exit plan.
Managing a client base efficiently, through strong relationship skills
Depending the client relationship through investment solutions such as Mutual Funds, Bonds, etc
Interacting with team members to maximize business opportunity, via leads and client referrals

Competencies/Skill sets for this job

Mutual Funds Investment Returns Client Relationship Banking

Job Posted By

About Organisation