Wealth Manager - Mutual Fund & Equity Segment

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