Wealth Manager
Wallet Finserve · Visakhapatnam · onsite · Posted 68d ago
₹2.4L - ₹5.0L PA1–3 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Manage client portfolios, build strong relationships, acquire new clients, provide financial advice, recommend suitable investment products, achieve business targets, ensure KYC compliance, and deliver excellent client service.
Perks and benefits
Health insurance, Provident fund, Annual bonus, Sales incentives, Travel allowance, Accidental insuranceSourced from naukri
Skills
NISMHindiEnglishfinancial instrumentsGujaratiInsurance ProductsMutual FundsFinancial AdvisoryPortfolioWealth ManagementFinancial Products SalesEquityFinancial PlanningFinancial MarketsInsuranceInvestment