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Rupen Doshi

CEO at Future-Tech

Last Login: 08 March 2024

1496

JOB VIEWS

27

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0

RECRUITER ACTIONS

Job Code

618570

Wealth Manager - Financial

10 - 14 Years.Mumbai
Icon Alt TagWomen candidates preferred
Posted 5 years ago
Posted 5 years ago

- Meet customers & channel partners to present financial investment in real estate

- Use financial acumen to calculate returns, structure products and offer best return on investment

- Structure deal & include the investment, payment schedule, product to suit customer requirement

- Segment market & offer customer an option, catering to his particular investment capacity

- Financially savvy, plan & create different investment scenarios, break up investment portfolios, close deals across table

- Experience in wealth & asset management

- Great articulation for closure of deals, good at numbers, pleasing personality/relationships, with good collaborative qualities, highly persuasive

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Posted By

user_img

Rupen Doshi

CEO at Future-Tech

Last Login: 08 March 2024

1496

JOB VIEWS

27

APPLICATIONS

0

RECRUITER ACTIONS

Job Code

618570

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