Relationship Wealth Management Manager (Pune)

Relationship Wealth Management Manager (Pune)

03 Oct
|
adidar consulting
|
Pune

03 Oct

adidar consulting

Pune

Gathering assets investment products such as mutual funds, PMS, AIF, Corporate FD, SGB, Insurance ,responsible for achieving Net Equalized Asset collected (LS) targets for map book. SIP Book reactivating activating new clients.2-3 client mee per day

Required Candidate profile

Graduate in any stream with basic knowledge of financial markets across different product lines.
1. NISM VA (for Mutual Funds)
2. NISM XXI A(for PMS)
3. ISP – Certificate
4. NISM XIII A (for SIF)

Perks and perks

Contact Mob (phone hidden)

📌 Relationship Wealth Management Manager (Pune)
🏢 adidar consulting
📍 Pune

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