Investment Counsellor - Wealth Management Firm

This is regarding opening with a Leading Wealth management company as an Investment Counsellor

Designation: Investment Counsellor

Experience: 6-8 years of experience in financial & banking industry with relevant experience in investments

Industry: BFSI

Location: Mumbai/Delhi

Job Role:

- Manage HNI clients' financial planning, determine their needs, and give them the appropriate products and asset allocation.

- Develop closer ties with current HNI clients to enhance their share of wallet.

- Thorough performance analysis of client portfolios and regular portfolio reviews

- Promote financial product sales to appropriate client portfolios

- Aid RM in getting new

If this excites you kindly call me on 9924777720