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3 DSP Investment Managers Jobs

Financial Advisor - Family Offices

8-14 years

Hyderabad / Secunderabad

1 vacancy

Financial Advisor - Family Offices

DSP Investment Managers

posted 5hr ago

Job Description

The job would require the candidate to meet clients (family offices & Ultra High Net Worth Individuals), understand their financial/investment objectives & risk appetite and recommend appropriate products.
What is the role s objective?
  • Establish, grow, and manage investment relationships with clients
  • Be the primary client contact and trusted investment advisor
  • Deepen existing client relationships by providing appropriate investment advice and solutions
  • Acquire new clients through market intelligence & engagements
  • Drive sales of DSP products to suitable client portfolios
  • Share market updates and house views to clients on a timely basis
  • Update clients on their investments and its performance
  • Leverage existing client relationships and other sources to acquire new clients
  • Recognize changes in client s/ market environment which may present opportunities
  • Enhance client experience through strong relationship management
What skills do you need to possess?
  • Superior understanding of Markets and Products
  • Strong knowledge of different asset classes
  • Experience of providing investment advice and solutions
  • Strong interpersonal and communication skills
  • Good Analytics Skills
  • Digital mindset
What is the prior experience needed?
  • 8 to 14 Years of experience
What qualification/s you should have?
  • Master s in business administration or any equivalent degree
w

Employment Type: Full Time, Permanent

Read full job description

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What people at DSP Investment Managers are saying

What DSP Investment Managers employees are saying about work life

based on 39 employees
63%
95%
53%
100%
Flexible timing
Monday to Friday
Within city
Day Shift
View more insights

DSP Investment Managers Benefits

Health Insurance
Work From Home
Cafeteria
Team Outings
Soft Skill Training
Job Training +6 more
View more benefits

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Financial Advisor - Family Offices

8-14 Yrs

Hyderabad / Secunderabad

5hr ago·via naukri.com

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