Walk in Interview for Mutual fund Advisors

Walk in Interview for Mutual fund Advisors

Wealth India Financial Services Pvt. Ltd.

0 - 4 yrs

Chennai

Salary :  Not Disclosed by Recruiter 

Openings: 15

Job Description:

*Providing Financial planning & Investment Advise. (NISM qualification preferred)

* Candidate with experience in selling financial products.

* Understanding the clients needs and be able to advise effectively on portfolio decisions and suitable 

investment ideas

* Candidate from Private banking institutions & Asset management companies are prefered.

*Good communication skills in Hindi and english prefered.

Job location: Chennai

Walk in date: 2-04-2016-saturday(10AM to 5PM)

Venue:

Uttam Building

3rd Floor, No 38 & 39 Whites Road,

Royapettah, Chennai- 600 014

Land Mark: Opposite to Sathyam Cinemas Parking

Salary                    :               Not Disclosed by Recruiter

Industry                 :               Banking / Financial Services / Broking

Functional Area     :               Financial Services , Banking , Investments , Insurance

Role Category        :               Retail/Personal Banking

Role                       :               Customer Service Executive

Website                   :               www.bookofcareer.com

Keyskills:

Mutual Funds Finance Private Banking Investment NISM Financial Planning Asset Management 

Communication Skills

Desired Candidate Profile:

Education-

UG: Any Graduate - Any Specialization

PG:Post Graduation Not Required

Doctorate:Any Doctorate - Any Specialization, Doctorate Not Required

Please refer to the Job description above

Company Profile:

Wealth India Financial Services Pvt. Ltd.

FundsIndia.com is India's leading online investment platform. Here, investors (resident Indians and 

NRIs) get access to a wide range of Mutual Funds, Equities, Corporate Deposits, Bonds, the National 

Pension System (NPS), Smart Solutions and various other investment products in one convenient 

online location.

FundsIndia headquartered in Chennai. We have 300+ employees in Chennai Office and also have 

branches in other metro's like Delhi, Mumbai, Bangalore & Pune. FundsIndia was founded by C.R. 

Chandrasekar and Srikanth Meenakshi, alumnus of the University of Hyderabad. After they 

completed their post-graduation there, they both moved to the United States of America to pursue 

their postgraduate degree in Computer Science. They both began working in a variety of high profile 

jobs in the field of financial services and after over a decade, they decided to return to India in order 

to stay closer to their respective families. Eventually, they decided to launch an online mutual fund 

investment website together after realizing that most platforms in the country only offered access to 

investments in equities online. Hence, FundsIndia was launched in 16 June 2009.

FundsIndia won the National Online Advisory Service Award at the CNBC-TV18 - UTI Financial 

Advisor Awards that were held in Mumbai, Maharashtra on June 30, 2014. We received the award for 

spearheading the financial advisory movement online with our unique services and features. The 

winner was chosen by a jury of financial experts on the basis of customer feedback, quality of 

service, online viability, organizational growth, quality of online advisory services, and several such 

factors.

FundsIndia was the first platform in India to offer Government-promoted NPS in a fully online-

enabled environment. FundsIndia was the first to launch trigger-based investing across all mutual 

funds in India. Using this service, investors set triggers to their investments based on different 

criteria 

like the performance of the SENSEX, the net asset value (NAV) of a particular fund, returns 

generated by his/her portfolio, and so on. FundsIndia was the first financial services platform in 

India 

to offer a Value-averaging Investment Plan (VIP). Using VIP, investors can invest more when the 

markets are low, and less when the markets are high. FundsIndia offers different kinds of Systematic 

Investment Plans like Step-up SIPs, Alert SIPs, Portfolio SIPs and SIPs on exchange-traded funds 

(ETFs). FundsIndia was the first to launch Flexi SIPs in India, which enable investors to alter their 

investment levels depending on their financial situation.

Recruiter Name                :               Ms.Shruthi

Contact Company            :               Wealth India Financial Services Pvt Ltd

Address:

No:38 & 39, 3rd floorUtham Building,Opposite to Sathyam theatre parkingWhites road, 

RoyapettahChennai,Tamilnadu,India 600014

Email Address                    :               Shruthi@fundsindia.com

Telephone                          :               91-44-43443174