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AVP - Investment Counselor (8-13 yrs)
Corporate Steps
posted 23d ago
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Job Description
Job Description:
Job Title: AVP - Investment Counselor.
Job Location: Delhi.
Duties/ Roles & Responsibilities:
- Preference for CFP, NISM - certified candidates.
- Experience working as IC with wealth management teams.
- Knowledge of MF/PMS/AIF products.
- Understanding debt/equity markets and skills to analyze client data to develop strategies for meeting financial goals.
- Individual Client management experience.
- A minimum of 8 years of relevant experience is mandatory.
Functional Areas: Other
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