Beta Release
8 - 13 Years
Not Disclosed
Full Time
Mumbai (All Areas)

Views:206

Applicants:5

Posted on 30 Nov, -0001

Job Description | Role and Responsibilities

  • Customer acquisition minimum of 1 crore and above investable surplus.
  • Financial planning (FP) and portfolio services.
  • Execution of transaction post FP and on periodical basis.
  • Manage private waelth, PMS and AIF fund related queries.

Candidate Profile | Who Can Apply
  • Macro market & economy understanding.
  • Expert level understanding on financial products / asset classes.
  • Financial planning / portfolio management.
  • Selling skills / customer acquisition.
Overview
  • Industry - BANKING / FINANCIAL SERVICES / BROKING
  • Functional Area - Banking / Credit Cards / E-Commerce Payment Gateway
  • Job Role - Wealth Manager
  • Employment type - Full Time
  • Work Mode - In Office

Job Related Keywords
Education
  • Any Graduate - Any Specialization
  • Any Post Graduate - Any Specialization
  • Any Doctorate - Any Specialization
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