Roles, Skills & Qualifications
- Degree is required
- Excellent communication skills, ability to articulate thoughts and have meaningful conversations with people
- Genuine desire to “help” people and make a difference to their financial lives
- Desire to learn about how Financial Instruments can be ethically used to create long term value for investors
- Adopt our FREEDOMM concept to help your prospects reach financial FREEDOM
- Helping your clients achieve their financial FREEDOMM by identifying challenges, co‐working on solutions, and implementing and monitoring those solutions
- Ability to multi task, be highly organized and follow organizational processes in a disciplined way
- Any added certifications in Financial Planning (such as CFP) will be an added advantage
- Post joining PvE, clearing the IRDA & NISM series V A will be mandatory
Compensation: We are different in the way that we work, so Fresher’s are also welcome! We actively defy a lot of preconceived notions that people have about the financial services industry – that it is meant to be target centric and revenue driven. As a Portfolio advisor you will have your own engagements with your clients and that define your efforts and remuneration. Work with us for five years and secure Rs 12 lakhs p.a. for rest of your lifetime.
