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Private Wealth Manager (8-15 Yrs) Mumbai/Thane/Navi Mumbai (BFSI Sales)

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by Updazz.com
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Job Specifications
Employment Type Full time jobs
Minimum Experience 1 yr
Job Description
Job Description: - Analyze financial information and develop strategies for clients.- Drive AUM growth and achieve revenue targets through client acquisition.- Conduct regular meetings with clients to provide market updates and investment advice.- Monitor financial market trends to keep client plans responsive to changesQualifications & Experience- Graduation/Post Graduation in any discipline.- Wealth Management Expertise (knowledge of investment products and wealth platforms).- Experience in client acquisition and revenue generation.
-Proficient in MS Office, MS Excel, AMFI, and IRDA certifications. (ref:updazz.com)

Payroll Type : Permanent
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Updazz.com (Registered since July-2017)
NEW AGE HR LLP
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