Wealth Manager (Mumbai)

Wealth Manager (Mumbai)

03 Sep
|
Sanjay Doshi Financial Services
|
Mumbai

03 Sep

Sanjay Doshi Financial Services

Mumbai

Responsibilities

- Manage client portfolios: investment strategies, risk management, rebalancing
- Educate clients on financial products: mutual funds, NISM certification

Proven track record of converting sales of AIF,SIF,PMS, Private Equity, MF

📌 Wealth Manager (Mumbai)
🏢 Sanjay Doshi Financial Services
📍 Mumbai

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