As a Portfolio Advisor, you will be required to possess a degree along with excellent communication skills to effectively engage in meaningful conversations with individuals. Your genuine desire to assist people in improving their financial well-being will be the driving force behind your work. You should be eager to understand how Financial Instruments can be ethically utilized to generate long-term value for investors. Embracing our FREEDOMM concept, you will play a crucial role in guiding your clients towards achieving financial FREEDOMM. This will involve identifying financial challenges, collaborating on solutions, and implementing as well as monitoring these solutions. Your ability to multitask, maintain a high level of organization, and adhere to organizational procedures will be essential for success in this role. Having additional certifications in Financial Planning, such as CFP, will be advantageous. Post joining, it will be mandatory to clear the IRDA & NISM series V A examinations. We welcome freshers as we believe in working differently from traditional financial services norms. As a Portfolio Advisor, you will establish your client relationships, and your efforts will directly impact your remuneration. Join us and commit to a five-year journey to secure an annual remuneration of Rs 12 lakhs for the rest of your lifetime.,
As a candidate for this role, you will be responsible for end-to-end client management, adhering to PvEs core values of client centricity and empathy. Your key responsibilities will include: - Creating fantastic value and memorable conversations with clients daily - Acting as the organization's spokesperson rather than a salesperson - Managing clients virtually from our office You are required to have a degree for this position. The compensation for this role ranges from Rs. 2.00 to Rs. 3.5 lakhs, inclusive of fixed and flexible benefits.,
You will be responsible for: - Helping clients achieve their financial FREEDOMM by identifying challenges, coworking on solutions, and implementing and monitoring those solutions - Adopting the FREEDOMM concept to assist your prospects in reaching financial FREEDOM - Demonstrating excellent communication skills to articulate thoughts and engage in meaningful conversations with individuals - Having a genuine desire to help people and positively impact their financial lives - Learning about how Financial Instruments can be ethically utilized to create long term value for investors - Demonstrating the ability to multitask, be highly organized, and follow organizational processes in a disciplined manner Qualifications required: - Degree is mandatory - Any added certifications in Financial Planning (such as CFP) will be advantageous - Post joining PvE, clearing the IRDA & NISM series V A will be compulsory The company offers a unique compensation structure where Freshers are welcome. They challenge traditional notions about the financial services industry by focusing on individual client engagements rather than being target-centric and revenue-driven. As a Portfolio Advisor, your efforts and remuneration will be defined by your interactions with clients. Working with the company for five years guarantees a salary of Rs 12 lakhs per annum for the rest of your lifetime.,