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Account lead at IARA HR Services
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Wealth Manager - Mutual Fund & Equity Segment (3-10 yrs)
Title - Wealth Manager
Exp level - 2-8 years
Location - Delhi/ Bengaluru/Mumbai/Kolkata
Skills :
HNI Handling
Portfolio management - PMS
Exp of Mutual fund & Structured Products
JD :
Introducing Business Partners & developing Channel Partners network in mutual fund and equity segment.
Developing Equity and mutual fund Business of Business Partners and fulfilling the training and other marketing requirements of them.
Provide investment management, planning, investment banking, and insurance services for clients, interpreting financial information to develop strategies that successfully met their wealth objectives.
Review portfolios, conduct analysis and present wealth plans of action on daily basis.
Notice Period - no constraint
Local candidates only
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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