Hiring Investment Counsellor (Wealth)  Relevant Experience : 5-7 Years  Key Deliverables / Accountabilities :   - Financial Planning and Analysis  - Providing Investment avenues based on client risk profile and investment objectives  - Provide product / Market knowledge on regular basis.   - Portfolio analytics & reviews.  - Counseling clients on Investment options.  - Support Relationship Manager  - Dissemination of important investment information to clients  Functional Competencies :   - Financial Planning  - Analytical Skills  - Proficiency in MS Office  - Investment product knowledge across asset classes  Behavioural Competencies :  - Excellent Communication & Interpersonal skill   - Negotiation skill  - Result Oriented  - Persuasive & Selling Skills  - Good domain knowledge  Essential Educational & Experience Qualification :  - PG / MBA   - Preferred CFP / CFA / NISM Certificate   - Minimum of 5-7 years experience in the area of Investment and Liasioning HNI / UHNI Clients from reputed wealth Management / Private banking outfits.  - Flair for Relationship Management and Investment counselling   Relevant Experience : 5-7 Years  Nelson K. HR SBICAP Securities Ltd.

Pune

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SBICAP Securities - Investment Counsellor - Wealth Management - HNI/UHNI 

SBICAP Securities - Investment Counsellor - Wealth Management - HNI/UHNI  ,Job Description for SBICAP Securities - Investment Counsellor - Wealth Management - HNI/UHNI  in SBI Cap Sec in  Pune Others for (5-12) years of experience. Apply Now!

Job Description for SBICAP Securities - Investment Counsellor - Wealth Management - HNI/UHNI  in SBI Cap Sec in  Pune Others for (5-12) years of experience. Apply Now!