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 valuable knowledge of the Mutual Fund
Should be well-versed in MS Excel
Valuable communication skills
A candidate with a Finance background will be preferred.
AMFI and NISM certified
Experience in wealth management is preferred
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