Acquire, advise and service direct investors for Mutual Funds, PMS and AIFs. Drive onboarding, investments, renewals and portfolio reviews while ensuring SEBI compliance, CRM updates and superior client experience.
Required Candidate profile
Postgraduate with 2–6 years in mutual funds, wealth or financial services. Solid sales, relationship management, CRM and communication skills. NISM certification preferred.
📌 Direct Sales Executive Asset Management 5 Days Working Mumbai
🏢 ANGEL JOBS
📍 Mumbai
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.