Job Title

Financial Advisor

Job City

Surat, Vapi

Company Profile

Haardik Nayak Wealth Management established in 1994. The company is mainly focusing on providing advisory solution to the clients for protecting their wealth and Healt. The company has expended its operation in six major cities like Surat, Navsari, Vapi, Bardoli and Bilimora. Haardik Nayak Wealth Management is most truted and leading chanel parter of NJ India. Besided the Wealth Management the company has also expended its horizon in real estate and interior sector for specific projects. Presently company has employed more than 30 employee.

Job Profile & Responsibilities

The Candidate will be engaged in providing solution for Mutual Fund and Insurance to its clients. The Role involved Sales & Services. Wealth Management, Investment, Mutual Fund, Insurance, Market research, Market analysis, Recruit and solicit clients, Assess clients’ needs and goals. Recommend strategies, Execute strategies, Monitor accounts, Identify new opportunities. Managing UHNI clients.

Prefered Qualifications

MBA (Finance), CA, CFP , ACGA or any other equivelent certification related Financial domain

Desired Candidate Profile

Having experience in Sales and Services related to Mutual Fund, Insurance and Equity

Additional Details

The candidate will required to stay at the place of posting. Company has excellent Reward and Recognition processes. The Company is actively focusing on learning and development of team.

Salary Range

From - To (15000 - 25000 Per Month Fixed salary), Attractive incetives on achieving Sales Targets, Expense Reimbursement

How to Apply

hr@haardiknayak.com