Wealth Manager
Isec Capital · Not specified · onsite · Posted 37d ago
₹1.8L - ₹2.4L PA0–1 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Responsibilities:
Assist in client acquisition and relationship building, support investment advisory, promote financial products like MF's, PMS, AIFs & Bonds, generate leads, follow up with clients, achieve sales target, and stay updated on market.
Sourced from naukri
Skills
Portfolio Management ServicesInvestment PlanningInvestment ProductsUltra HniHNIMutual FundsFinancial AdvisoryPortfolio ManagementMFWealth ManagementInvestment AdvisoryHNI AcquisitionHNI SalesInvestment