Wealth Manager - Mutual Funds & Equity (Uttar Pradesh)

Wealth Manager - Mutual Funds & Equity (Uttar Pradesh)

01 Aug
|
Credicus Business Services
|
Uttar Pradesh

01 Aug

Credicus Business Services

Uttar Pradesh

Profile: Wealth Manager - Mutual Funds & Equity

Key Responsibilities:

- Execute equity orders for clients
- Provide investment and portfolio advisory
- Drive AUM growth and product penetration
- Cross-sell MF, Insurance, PMS, SIP, Bonds, FD, AIF, Unlisted Shares, etc.
- Acquire new clients and retain existing relationships
- Conduct client meetings and portfolio reviews

Skills Required:

- Robust knowledge of Equity Markets and Investment Products
- Client Relationship Management
- Sales & Advisory Skills
- Excellent Communication and Presentation Skills

Interested candidates can apply now.

For interview scheduling and further details,

Contact: HR Priyanka - (phone hidden)

📌 Wealth Manager - Mutual Funds & Equity (Uttar Pradesh)
🏢 Credicus Business Services
📍 Uttar Pradesh

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