20 Sep
|
SET Square Gifting
|
Ahmedabad
20 Sep
SET Square Gifting
Ahmedabad
- Acquire current clients by identifying prospects, conducting financial need assessments, and presenting financial planning and investment solutions as per standards.
- Lead, mentor, and manage a team of financial advisors/relationship managers.
Required Candidate profile
- Bachelor’s degree in finance, economics, or a related field
- CFP certification is preferred
- Should have a NISM XA – XB qualification
📌 Relationship/Senior Relationship Manager (Ahmedabad)
🏢 SET Square Gifting
📍 Ahmedabad