Investment Counselor - PMS & Wealth Management - Top Securities Broker

GIPS Consultancy; Surat; In loco; INR 400.000 - 600.000; Tempo pieno

Descrizione del lavoro

GIPS Consultancy in Surat seeks an Investment Counsellor to provide clients with informed investment advice and wealth management guidance. The role focuses on building trust, assessing client needs, and delivering tailored financial solutions.

You will support sales across PMS, mutual funds, AIF and insurance, collaborate on joint calls with RMS, and contribute to branch-level wealth management initiatives. Prior experience in financial services is preferred.

Competenze

• UG: Any Graduate
• Wealth management experience preferred

Mansioni

• Provide financial advice to clients on investments.
• Assist in sales of PMS, mutual funds, AIF and insurance.
• Engage in wealth management activities.
• Participate in joint calls with RMS.

Formazione

Any Graduate

Descrizione del lavoro

Investment Counsellor offers financial advice to clients regarding investments.

Handling Branches of Top securities Broking company for sales of PMS, Mutual Funds,AIF & Insurance.

Wealth management

Joint calls with RMS

Role Category: Trading, Asset & Wealth Management

Education

UG: Any Graduate

Key Skills

Skills highlighted with ‘‘ are preferred keyskills