Acquiring new clients & providing advice on financial investments by selling Mutual Funds,
General & Health Insurance. Maintaining existing/current clients for improving our market
share.
Required Candidate profile
Must have NISM-5A certification or IRDA certification, Certified Financial Planner will be a plus, have prior & proven record of mutual funds & Insurance sales, Financial Services - Asset Management
Perks and benefits
Salary shall be commensurate in accordance to AUM
📌 Wealth Manager- Mutual Fund & Insurance (Sales) (Gurugram)
🏢 Crescore Capital
📍 Gurugram
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