RIA

Bwda Finance Limited

4 - 8 years

3 - 6 Lacs

viluppuram

Posted:1 day ago| Platform:

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Skills Required

financial analysis software investment advisory investment sales instruments relationship management investment strategies client relationship portfolio management wealth management mutual funds finance financial markets communication skills

Work Mode

Work from Office

Job Type

Full Time

Job Description

We are looking for a highly skilled and experienced professional to join our team as a Relationship Investment Advisor (RIA) in BWDA FINANCE LIMITED. The ideal candidate will have a strong background in finance and excellent communication skills.

Roles and Responsibility

Develop and maintain client relationships to understand their financial goals and provide tailored investment advice.
Conduct thorough analysis of market trends and economic conditions to make informed investment decisions.
Collaborate with internal teams to develop and implement investment strategies that meet client needs.
Provide exceptional customer service and ensure client satisfaction through regular communication and issue resolution.
Stay up-to-date with industry developments and regulatory changes to ensure compliance and optimal performance.
Identify new business opportunities and grow the existing client base through proactive sales efforts.

Job Requirements

Proven experience in finance, preferably in an investment advisory or related field.
Strong knowledge of financial markets, instruments, and regulations.
Excellent communication, interpersonal, and problem-solving skills.
Ability to work in a fast-paced environment and prioritize multiple tasks effectively.
Strong analytical and decision-making skills with attention to detail.
Proficiency in financial software and technology applications.

Disclaimer: This job description has been sourced from a public domain and may have been modified by Naukri.com to improve clarity for our users. We encourage job seekers to verify all details directly with the employer via their official channels before applying.

More Jobs at Bwda Finance Limited

RIA

viluppuram

4.0 - 8.0 yrs

INR 3 - 6 Lacs

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RIA