Home 
Views:79
Applicants:4
Posted on 17 Apr, 2024
Sorry, this vacancy has been closed and is no longer accepting applications.
- Industry - ADVERTISING / PUBLIC RELATIONS / MARKETING / EVENTS
- Functional Area - Banking / Credit Cards / E-Commerce Payment Gateway
- Job Role - Wealth Manager
- Employment type - Full Time
- Work Mode - In Office
- Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products
- Acquisition of new clients.
- Explaining various products and services to prospective clients
- Serving as a liaison between the organisation and clients, managing accounts and investments, and providing financial services
- Any Graduate - Any Specialization
- Any Post Graduate - Any Specialization
- Any Doctorate - Any Specialization
Sorry, this vacancy has been closed and is no longer accepting applications.
Apply to JOBS On-The-Go Jobringer Mobile App
Similar Jobs
Wealth Manager
LMV Financial Services Pvt. Ltd.
- 1 - 5 years
- Not Disclosed
- Hyderabad - Secunderabad, India
Key Skills- Client Relations, Estate Planning, Finance, Financial Advisory, Financial Planning, Investment Advisory
Wealth Manager (Portfolio Management)
Talent Bee Consulting Pvt. Ltd.
- 1 - 7 years
- Not Disclosed
- Bengaluru / Bangalore, India
Key Skills- Client Relations, Estate Planning, Finance, Financial Advisory, Financial Planning, Investment Advisory, Financial Markets and Products, Communication skills
Cluster Head
Soniry Research Pvt. Ltd.
- 2 - 4 years
- Not Disclosed
- Mumbai (All Areas), India
Key Skills- regional head, cluster head, mutual funds, risk management, portfolio analysis, Portfolio Analysis
Wealth Manager
Purnartha Investment Advisers Pvt. Ltd.
- 3 - 5 years
- Not Disclosed
- Chennai, India
Key Skills- Client Relations, Estate Planning, Finance, Financial Advisory, Financial Planning, Investment Advisory
Wealth Manager
The Placement Academy
- 5 - 9 years
- Not Disclosed
- Pune, India
Key Skills- Wealth Manager, Sales, Client Acquisition, Mutual Funds, Portfolio Management, New Client Acquisition, HNI Acquisition, Wealth Management