Investment Consultant / Adviser @ Quantum Information Services Pvt. Ltd (QISPL)
Job Responsiblilties : Financial Planning, Client Consultation, Acquisition and Servicing (Portfolio review, Plan writing & presentation).
This role involves the following:
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 “Placement@fpa.edu.in” with the company name and profile name.
Please go through the JD carefully before applying.