Sales & Marketing – Finance
- Employer
- Pi Square Investments
- Location
- Ahmedabad, Gujarat
- Salary
- 4-6L + incentives (depending on the candidate’s profile)
- Closing date
- Apr 29, 2021
View more
- Job Function
- Marketing and Public Relations
- Industry Sector
- Private Wealth Management Firm
- Certifications
- Passed CFA Level I, Passed CFA Level II, Passed CFA Level III (Charter Pending), CFA Charterholder
- Employment Type
- Full Time
No. of Vacancies - 2
Job Description
Responsibilities:
Sourcing clients through various marketing activities and initiatives
Acquire new clients – ensure smooth client service for new as well as existing clients
Provide financial advisory to the clients on various products like Mutual funds,
Equity, Global investments, private equity, etc.
Review portfolios based on the market situation and keep in constant touch with clients
Focus on enhancing distribution and enhancing services
Active reporting to management, activity reports, business reports, changing trends,
etc.
Key Skills
Great communication skills
Good knowledge of finance industry
Good interpersonal skills
Prior experience in finance industry of 2-3 years
CTC - 4-6L + incentives (depending on the candidate’s profile)
Location - Ahmedabad
Industry - Finance / Asset Management
Functional Area - Sales & Marketing
Education - MBA – Finance/Marketing
Company Website - www.pisquareinvestments.com
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