Posted By

user_img

Deepali

HR at Talent Art Partners

Last Login: 12 April 2024

Job Views:  
157
Applications:  34
Recruiter Actions:  22

Job Code

1207916

Wealth Manager - Mutual Fund

5 - 12 Years.Chandigarh/Noida/Chennai
Posted 1 year ago
Posted 1 year ago

Wealth Manager ( Client Management)

Hiring for Wealth Manager ( Client Management)

NBFC

Location : Chandigarh, Noida, Chennai

Must have experience in Mutual Fund Sales

- NISM V-A certification

- Candidate must have experience in financial products - mutual funds, bonds, corporate fixed deposits, life and non-life insurance, PMS & other wealth services.

- Must understand the client requirement and work on investment portfolio

- Handhold customers throughout their investment journey.

- Understand the customer's goals, aims and aspirations and ensure his investment strategy is aligned with it.

- Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.

- Work on Investment performance reports, financial documents, summaries, and income projections.

Didn’t find the job appropriate? Report this Job

Posted By

user_img

Deepali

HR at Talent Art Partners

Last Login: 12 April 2024

Job Views:  
157
Applications:  34
Recruiter Actions:  22

Job Code

1207916

UPSKILL YOURSELF

My Learning Centre

Explore CoursesArrow
Apply on the go!

Download the iimjobs app to
apply for jobs anywhere, anytime

apple

Download on

App Store

playStore

Get it on

Google Play

appPromoQr

Scan to Download