Wealth Manager (Mutual Fund)- Kharghar (Navi Mumbai)
Job Description:
Job Responsibilities:
- Customer Profiling
- Consultation related to wealth management
- Client interaction
- References from existing clients to acquire new clients
- Updating clients on market
- Giving the proper information to clients of a transaction at a specific interval.
- Strive towards achieving an individual goal and thereby the branch and organizational goals.
Desired Candidate Profile
- Should have good knowledge of the Mutual Fund
- Should be well-versed in MS Excel
- Good communication skills
- A candidate with a Finance background will be preferred.
- AMFI and NISM certified
- Experience in wealth management is preferred
If you are interested in the same profile kindly REPLY to this mail with your latest CV and the joining period at the earliest.
Regards,
DC Consultants
Key Skills :
Company Profile
Since 2006, Organization has been a leader in wealth creation and financial empowerment, helping individuals and families achieve lasting prosperity. With over 20 years of expertise, we are a premier mutual fund distributor in Navi Mumbai & Mumbai, serving Ultra HNIs, retail, and affluent investors. Our commitment to excellence, innovation, and integrity drives us to deliver personalized financial strategies, ensuring every investment aligns with our clients' goals and risk appetite. Backed by a team of seasoned experts, we provide market insights, proactive portfolio management, and dynamic investment solutions to maximize growth.
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