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Posted on 30 Nov, -0001
- 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
- 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.
- Macro market & economy understanding.
- Expert level understanding on financial products / asset classes.
- Financial planning / portfolio management.
- Selling skills / customer acquisition.
- Any Graduate - Any Specialization
- Any Post Graduate - Any Specialization
- Any Doctorate - Any Specialization
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