wealth Manager - Sales - Mutual Funds (3-10 yrs)
Hiring for Wealth Manager - Mutual Funds
Location : Gurgaon/Mumbai
Salary : Upto Rs 14 LPA
- Deep understanding of the financial products - mutual funds, bonds, corporate fixed deposits, life and non-life insurance, PMS & other wealth services.
- Handhold customers throughout their investment journey.
Manage the customer's across different market cycles and help them avoid mistakes.
- Engage with the customers regularly and conduct their portfolio reviews.
- 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.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
