- Minimum 1 year experience in financial consulting or equity dealing, knowledge of DMAT accounts and investment advisory, NISM 5A certification advantageous
- Acquire new clients, open and manage DMAT accounts, advise investors, book client orders, and conduct client visits for investment explanations
- CTC range from 2.5 LPA to 4 LPA
Interested candidates contact Minakshion (phone hidden) Role & responsibilities
Position - 1 Financial Consultant/Advisor/Relationship Manager
Experience: Minimum 1 year (No Freshers)
CTC: 2.5LPA to 4 LPA
Location
Vadodara
Surat
Anand
Vapi
Jamnagar
Ahmedabad
Responsibilities
Job is to Acquire recent clients interested in share/mutaul fund trading and Open there DMAT accounts and manage there portfolio
Advise invester on investments
NISM 5A is added advantage but not essential
This is a field job and has to visit clients to explain about investments