Aspirants with TPP sales exposure with Mutual Fund, AMC, broking and banking industry can apply.
The wealth advisor will have to undertake the following responsibilities:
To prospect, acquire and retain clients
To achieve budgeted targets in terms of number of clients/volume of business & assets.
To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios
To understand clients needs & requirements and accordingly position products & services
To coordinate with product and research team for taking investment decision for the clients