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Wealth Management - DVP / AVP / Portfolio Manager

AGN Securities Ltd.

Mumbai

Not Disclosed

8 - 13 Years

Full Time

Views:745

Applicants:6

Posted on 30 Nov, -0001

In Office

Job Description | Responsibilities

  • Customer acquisition minimum of 1 crore and above investable surplus.
  • Financial planning (FP) and portfolio services.
  • Execution of transaction post FP and on periodical basis.
  • Manage private waelth, PMS and AIF fund related queries.

Overview

  • Industry - BANKING / FINANCIAL SERVICES / BROKING
  • Functional Area - Banking / Credit Cards / E-Commerce Payment Gateway
  • Job Role - Wealth Manager
  • Employment type - Full Time
  • Work Mode - In Office

Qualifications

  • Any Graduate - Any Specialization
  • Any Post Graduate - Any Specialization
  • Any Doctorate - Any Specialization

Job Related Keywords

Wealth Management Wealth Priority Banking Wealth Manager Private Banker Portfolio Manager Affluent rm Priority Relationship Manager PR