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Wealth Manager - Mumbai

Dream TM Recruitment Solution

Mumbai

Not Disclosed

3 - 5 Years

Full Time

Views:169

Applicants:2

Posted on 28 Mar, 2024

In Office

Job Description | Responsibilities

  1. Prospect, acquire and retain clients Achieve budgeted targets in terms of number of clients/volume of business & assets.
  2. Research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios

Overview

  • Industry - HR Staffing & Recruitment Firms / Employment Agency / Background - Reference Check Firms
  • 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 Manager Wealth Wealth Management Good communication Skills B2C Sales Life Insurance