Location - Chakala, Andheri East
1. Designation: Wealth Planner
Experience: 1-3 years in Sales and Networking
Qualification: MBA in Finance/ NISM V
Salary: Upto 5LPA
2. Designation: Senior Wealth Manager
Experience: 4-6 years in Sales and Networking
Qualification: MBA in Finance/ NISM V/ NISM XXI
Salary: Upto 8.5LPA
Job responsibilities -
● To identify potential segments, build relations with relevant clientele; achieve budgeted individual target, along with your team cost, relating to number of clients/volumes of business & assets.
● Thorough knowledge of Financial Instruments - Equity & debt markets, Insurance.
●To research, investigate and update themselves on available investment & asset classes, domestic market overview and overall global economy.
Contact - [email protected]
