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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

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.

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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

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