Wealth Manager
Sanjay Doshi Financial Services · Mumbai · onsite · Posted 51d ago
₹9.6L - ₹12.0L PA5–10 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Responsibilities:
* Manage client portfolios: investment strategies, risk management, rebalancing
* Educate clients on financial products: mutual funds, NISM certification
Proven track record of converting sales of AIF,SIF,PMS, Private Equity, MF
Sourced from naukri
Skills
NISMPMSSIPAifInsurance ProductsMutual FundssifPortfolioWealth ManagementBondsPrivate Equity