Walk-in || Relationship Wealth Manager (Chennai)

19 Aug

Aramm Finserv

Chennai

19 Aug

Aramm Finserv

Chennai

Roles and Responsibilities

- Manage client relationships, understand their financial goals, and provide personalized investment solutions.

- Conduct market research to identify profitable opportunities for clients' portfolios.

- Execute trades on behalf of clients through brokers or AMCs (Asset Management Companies).

- Monitor market fluctuations and adjust client portfolios accordingly.

- Provide regular updates to clients on their investments' performance.

Desired Candidate Profile

- 1-2 years of experience in mutual funds sales, stock broking, wealth management, equity advisory, or related fields.

- NISM certification is an added advantage; knowledge of insurance products is desirable.

📌 Walk-in || Relationship Wealth Manager (Chennai)
🏢 Aramm Finserv
📍 Chennai

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