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Investment Consultant / Adviser @ Quantum Information Services Pvt. Ltd (QISPL)

Company Name Quantum Information Services Pvt. Ltd (QISPL)
Location Nariman Point, Mumbai, India
Job Type Investment Consultant / Adviser
Job Description

 Job Responsiblilties : Financial Planning, Client Consultation, Acquisition and Servicing (Portfolio review, Plan writing & presentation).
This role involves the following:

  • Contacting leads via personal meetings, phone and e-mail.
  • Giving corporate presentations to solicit clients.
  • Consulting and understanding requirement of individuals and acquiring them for financial planning and portfolio review services.
  • Monitoring and Handling existing portfolios of retails and High Net worth Individual (HNI).
  • Advising clients and building strategies as per client’s financial objective and time horizon on an on-going basis.
  • Delivering Financial Plans to the clients within agreed time lines.
  • Handling and building long term relationship with HNI and Ultra HNI clients.

Candidates Profile

  • Excellent communication skills.
  • Passionate for client servicing.
  • Taking Initiative

Qualification :
1. (a) A professional qualification or post-graduate degree or post graduate diploma in finance, accountancy, business management, commerce, economics, capital market, banking, insurance or actuarial science from a university or an institution recognized by the central government or any state government or a recognized foreign university or institution or association;
(b) A graduate in any discipline with an experience of at least five years in activities relating to advice in financial products or securities or fund or asset or portfolio management.
2. Certification on financial planning or fund or asset or portfolio management or investment advisory services:
(a) NISM; or
(b) from any other organization or institution including Financial Planning Standards Board India or any recognized stock exchange in India provided that such Certification is accredited by NISM

Experience : Minimum 2-3 year of experience in handling clients (preferably in financial planning, wealth management, & advisory etc.)

Salary : As per market standard

 Interested candidates can mail their updated resumes at “” with the company name and profile name.

Please go through the JD carefully before applying.

Posted Date 22/08/2018