31 Jul
|
GoldenBulls Financial Services
|
Pune
31 Jul
GoldenBulls Financial Services
Pune
Financial Planner Team Lead Responsible to handle clients independently and also manage a team of 5 members.
Designation Team Leader Location Pune Education
Expected-MBA or Equivalent, NISM or Equivalent Certification Experience Min 5 years of banking or Wealth Management Team Handling Multi-Asset Selling & Client Management Hold on to Equity and Debt concepts and understanding of products across asset class KRA-Team Recruitment Team Management - Huddle; Hand Holding; Team Training Team cost justification, Coordination with AMC / Fund House RM
📌 Financial Planner (Pune)
🏢 GoldenBulls Financial Services
📍 Pune