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Wealth Manager | Mumbai

Gennext Strategy Advisors

Mumbai

Not Disclosed

2 - 5 Years

Full Time

Views:168

Applicants:3

Posted on 2 Apr, 2024

In Office

Job Description | Responsibilities

  • Acquiring new clients through various initiatives.
  • Advising clients on financial products & services.
  • Managing clients investment portfolios.
  • Conduct portfolio reviews.
  • Keep clients update on happening in the markets & economy.

Overview

  • Industry - IT - Consulting Services / Advisory Services
  • Functional Area - Finance / Accounts / Tax / Company Secretary / Audit
  • Job Role - Corporate Finance - 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 Manager English Language Skills Financial Services Sales