Dilzer Consultants - Investments and Financial Planning

An ISO 9001 (2008) Certified Company

   SEBI REGISTERED INVESTMENT ADVISOR

Careers

Have you ever thought -after working for some years, that you have never worked one day? If you enjoy what you do, if you put your heart and soul in what you want – then that’s not work, it’s your passion. Then, you have never worked a day in your life, because its what you like doing. The by-product of dedication, hard work and determination is success. “The secret lies in the fact that successful people have developed the habit of doing things that failures don’t like to do” If your character fits the above qualification more than your technical knowledge, then, Please send your CVs to dilzerconsultants@gmail.com   Requirement: Wealth Manager Sales- Bangalore.

 

Company Name Dilzer Consultants Pvt Ltd
Job Title Wealth Manager – Sales.
City Bangalore.
Job Profile The Wealth Manager will be in contact with clients. He/ she is responsible for client acquisition and client relationship building. The Wealth Manager will coordinate with the execution/ operations department for completing the recommendations made by the financial planner. The Wealth Manager must have in-depth knowledge of markets and should be able to answer queries of clients relating to investments and planning. The role of the Wealth Manager should match the overall philosophy and objective of our organisation, always keeping our Mission Statement in mind, and ensuring need based solutions, only, are offered to clients. Areas covered will be portfolio management, Portfolio construction, risk assessment, asset allocation, Equity Analysis.
Candidate Profile The Candidate should have : -In-depth Knowledge of all products (Equity Markets, Portfolio building, asset allocation, Mutual funds, taxation on mutual funds). -At least 2 years of experience in Financial Planning and Advisory-Excellent Communication Skills. Good working knowledge of Excel (Financial formulas and functions), Word and PPT.-Ability to foster and cultivate relationships with prospective and existing customers.-Ability to work with a team and share knowledge and skills.-Qualification: Graduate with Marketing background.
Company Profile Bangalore based Reputed financial advisory and investment management company managing portfolios and financial plans for HNIs. www.dilzer.net
How to Apply Send your resume to dbillimoria@gmail.com
Additional Details This is an Immediate requirement in Bangalore.
Qualification Post Graduate MBA Mcom, +NISM 1,2 AND/OR Graduate with 5 years experience +NISM1,2 AND/OR Certified Financial Planner

 

  Requirement: Head- Operations.

Company Name Dilzer Consultants Pvt Ltd
Job Title Head- Operations
City Bangalore.
Job Profile -Preparation of portfolio reports, SIP, Capital Gains, Dividend Reports, Commission Reports, Income and Expenditure files, Recommendation Status updates, KYC updates, coordinating with operation RMs on reports needed by clients, and managing internal report deadlines. Following up on recommendations made by advisory team, meeting clients to collect investments.
-Coordinating with all manufacturers on account statement details, integration of portfolio in Software.
-Coordinating with clients on execution of Portfolio recommendations made by Advisory Team.
-Meeting AMC heads for new operation related requirements and implementing requirements required for SEBI Registered Investment Advisors.
Candidate Profile

The Candidate should have :

– AMFI Certification for employees
-In-depth Knowledge of all MS Office.
-At least 5 years of experience in Back office operations.
-Excellent Communication Skills and Politeness.
– Use of Internal Software
-Ability to foster and cultivate relationships with prospective and existing customers.
-Ability to work with a team and share knowledge and skills.

Company Profile SEBI Registered, ISO Certified, Bangalore based Reputed financial advisory and investment management company managing portfolios and financial plans for HNIs.  www.dilzer.net
How to Apply Send your resume to dbillimoria@gmail.com
Additional Details This is an Immediate requirement in Bangalore.

  Requirement: Planner Advisory.

Company Name Dilzer Consultants Pvt Ltd
Job Title Planner Advisory team
Job Profile
  1. Preparation and checking of customized financial plans, monitoring of plans, updating plans with utmost importance and attention to details,
  2. Product understanding in mutual funds, insurance, equity, ETFs, PMS, AIF, International Funds and Asset Allocation.
  3. Coordinating with planners on scenario analysis and case studies specific to client needs.
  4. Coordinating with all the providers of financial products for availability of product, compare analyze and finalizing of products on various parameters.
  5. Plan Presentation and Discussion with good communication skills and analytics.
  6. Review of financial plan with the Advisory team.
    Risk Profiling of Existing & New Clients and meeting clients on one to one basis to understand and address their requirements.
  7. Client Portfolio Reviews and Recommendations.
  8. Maintaining records of clients handled with Review and portfolio checks.
  9. Understanding of markets. Market Updates and News affecting our Industry.
  10. Coordination with investment advisor and client servicing teams with respect to implementation of plan where applicable and hand holding the client in the questions relating to implementing the plan.
  11. Research on new financial planning trends and data insights linked to financial plans. Must be able to articulate the same in an Article format to publish on our website.
  12. Aid in queries linked to clients financial plan and investment recommendations
  13. Maintenance of planning and review calendars for clients.
  14. Compliance for clients.  Detailed research on multiple financial products
    1. Mutual funds
    2. Equities
    3. Portfolio Management Services
    4. Bonds
    5. Real Estate
    6. Commodities
    7. Alternative assets
    8. Life Insurance
    9. Health insurance
    10. Other insurance
    11. IPOs
    12. Regular meetings with Asset/Fund/Portfolio Managers and Relationship Managers to get their view on financial markets and financial products
    13. Analysing and sharing macro views on global and local economy, and local and global financial markets
    14. Sharing research/investment, articles, blogs, updates with investment advisors and with teams on an ongoing basis
   
Candidate Profile

The Candidate should have :

Certification:

NNISM with 4+years’ experience, CFP/ CFA with minimum 2 years’ experience.
-I

SSkills required

  • Honesty, Integrity, hard work, pleasant personality.
  • Analytical ability and number crunching.
  • Comfortable with meeting and interacting with people at our office mainly – sometimes at clients location.
  • Willingness to coordinate among multiple teams.
  • Willingness to meet asset managers/product manufacturers to get views on financial markets and financial products, inside and outside office as and when events/opportunities arise.
  • Good communication skills – oral and written
  • Ability to remain constantly updated on financial markets and macroeconomics
  • Comfortable with quick turnarounds and deadlines.

 

Company Profile

About the Company:

WINNER_ CNBC TV18 and UTI Best Financial Advisor National Level (Woman) 2018. SEBI Registered, ISO Certified, Bangalore based Reputed financial advisory and investment management company managing portfolios and financial plans for HNIs

How to Apply Send your resume to dbillimoria@gmail.com
Additional Details This is an Immediate requirement in Bangalore.

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