RM- Wealth- Investment Portfolio Advisor- Ahmedabad

RM- Wealth- Investment Portfolio Advisor- Ahmedabad

04 Nov
|
Aspiring Mantra
|
Ahmedabad

04 Nov

Aspiring Mantra

Ahmedabad

Regular client meetings to maintain strong relationships & increase Assets Under Management (AUM) SIP flow, & revenue
Drive current business development by activating/reactivating clients
Collect assets across investment products like MF,PMS,(AIF),(SGB)

Required Candidate profile

Graduate in any stream with basic knowledge of financial markets.
Minimum 2 years exp in selling financial products & services.
Certifications- NISM VA (Mutual Funds)
[email protected]

📌 RM- Wealth- Investment Portfolio Advisor- Ahmedabad
🏢 Aspiring Mantra
📍 Ahmedabad

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