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
The Organization is a Private incorporated on 19 April 2006. It is classified as a Non-govt company and is registered at the Registrar of Companies, Mumbai. Its authorized share capital is Rs. 100,000 and its paid-up capital is Rs. 100,000. It is involved in Activities auxiliary to financial intermediation, except insurance and pension funding.[This Group includes activities involved in or closely related to financial intermediation other than insurance and pension funding but not themselves involving financial intermediation].Seven Wonders holiday is a Thomas cook Franchise.
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