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Wealth Manager - Mutual Fund (5-12 yrs)
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.
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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