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    Job · 22363852

    Crescore Capital logo

    Wealth Manager- Mutual Fund & Insurance (Sales)

    Crescore Capital · Gurugram · onsite · Posted 2d ago

    ₹2.5L - ₹6.0L PA2–5 yrsfulltimeSourced fromNaukri

    About a minute. You'll make an account on the way through.

    About this role

    Acquiring new clients & providing advice on financial investments by selling Mutual Funds,
    General & Health Insurance. Maintaining existing/new clients for improving our market
    share.

    Required Candidate profile

    Must have NISM-5A certification or IRDA certification, Certified Financial Planner will be a plus, have prior & proven record of mutual funds & Insurance sales, Financial Services - Asset Management

    Perks and benefits

    Salary shall be commensurate in accordance to AUM

    Sourced from naukri

    Skills

    Insurance SalesMutual Funds SalesInvestment PlanningIRDAInvestment ProductsCertified Financial PlannerNISM 5 APortfolio ManagementInvestment AdvisoryHNI AcquisitionInsurance AdvisoryHNI Client Handling

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