Haardik Nayak Wealth Management Pvt. Limited
Bardoli, Vapi 14 Aug 2020 www.haardiknayak.com
Job Title
Financial Advisor
Job City
Bardoli, 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 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