Investment Manager- Ghatkopar

Investment Manager- Ghatkopar

1 Nos.
28208
Full Time
5.0 Year(s) To 7.0 Year(s)
5.00 LPA TO 6.00 LPA
Other
Banking/Financial Services
Job Description:

We have an urgent opening for the position of Investment Manager for a leading Company for the Ghatkopar location.

Job Description:

Position: Investment Manager

Salary:  Upto 50k

Experience: 5 to 7 years

Qualification: MBA Finance/Insurance, CFP (Certified Financial Planner) 

Office Timings: 9.30  AM to 6:30 PM

Weekly Off- Sunday

 Skills Required:  

  • Knowledge in investment advisory.
  • Wealth management consultation.
  • Generating Lead
  • Meeting Clients
  • Selling Investment-related services
  • Good English Communication.
  • Smart and Presentable.

Job Role:

  • Doing client meetings anywhere in Mumbai.
  • Need to meet clients at the office.
  • Giving them presentations related to investments.
  • Clients - Portfolio Management.
  • Updating and Guiding clients about policies and schemes.
  • Solving their queries and providing adequate solutions for the same.
  • Providing suggestions and advising them on investment schemes.
  • Managing Client Relationships.
  • Generating leads from existing clients.
  • Getting new client leads.

 

 

 

Company Profile

They started their journey of spreading financial awareness at all levels of society and making our clients’ lives safe, secured and ---y from 1998. During this long tenure they expanded their bouquet of services keeping in mind client’s needs and benefits. Extensive and unbiased research before they recommend any product to their clients and best in the class after-sales-service.

Apply Now

  • Interested candidates are requested to apply for this job.
  • Recruiters will evaluate your candidature and will get in touch with you.

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