06 Aug
|
Serving Skill
|
Kolkata
06 Aug
Serving Skill
Kolkata
Client Acquisition & AUM Growth,Advisory on Equity, MF, PMS, Insurance& Investment Products, Portfolio Review & Financial Planning, Team Management & Revenue Monitoring,Cross-selling Financial Products,Franchisee,Business Development&Market; Expansion
Required Candidate profile
Experience Required: 2–15 Years,Qualification: Graduate / MBA / PGDM,Preferred Certifications: NISM VIII / CFP / NCFMHNI Client Handling,Equity&Derivatives; Market Knowledge,Wealth Management&Advisory
📌 Wealth | PCG | Advisory Role (Kolkata)
🏢 Serving Skill
📍 Kolkata