Investment Advisor / Wealth Manager
Jinesh P.sanghavi (huf) · Mumbai · onsite · Posted 47d ago
₹2.4L - ₹4.2L PA1–3 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Advise clients on mutual funds, fixed income, PMS/AIFs & curated new-age investment products. Engage with clients who have expressed interest, understand their needs, pitch suitable opportunities, handle queries, follow up & drive conversions.
Sourced from naukri
Skills
HindiEnglishPMSInvestment ProductsGujaratiMutual FundsInside SalesPortfolio ManagementClient AcquisitionWealth ManagementInvestment AdvisoryBondsSalesFinancial PlanningFinancial MarketsRelationship Management