Job Responsibilities:
- Customer Profiling
- Consultation related to wealth management
- Client interaction
- References from existing clients to acquire current clients
- Updating clients on market
- Giving the proper information to clients of a transaction at a specific interval.
- Strive towards achieving an individual goal and thereby the branch and organizational goals.
Desired Candidate Profile
- Should have good knowledge of the Mutual Fund
- Should be well-versed in MS Excel
- Good communication skills
- A candidate with a Finance background will be preferred.
- AMFI and NISM certified
- Experience in wealth management is preferred
If you are interested in the same profile kindly REPLY to this mail with your latest CV and the joining period at the earliest.