Investment Adviser

7 days left

Location
Nehru Place, Delhi (IN)
Salary
Negotiable
Posted
25 Feb 2021
Closes
26 Apr 2021
Ref
Wealth Management
Certifications
CFA Charterholder
Employment Type
Full Time
Education
Bachelors

- Advising clients on investment planning and strategies  

- Preparing reports and presentations for investor awareness  

- Acquiring new clients to increase asset under advisory  

- Educating potential clients regarding the various services offered by the firm  

- Help in creating content for social media marketing

 

Years of misselling has created a high trust deficit in the investment management space and there is a demand for trustworthy advisors.

There are a few very good Relationship Managers/Wealth Managers who feel bad about not recommending the most suitable investments due to the pressure of meeting commission targets and who feel suffocated in the traditional banking/distribution system. Truemind Capital welcomes such RMs/WMs to become a part of our team.

We do not earn commissions from recommended investment products and charge fees for value-added services to our clients.

RMs/WMs who would like to move from distribution to SEBI RIA for a brighter future should apply here.

Similar jobs

Similar jobs