1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
Not Disclosed by Recruiter
Key Responsibilities:
Building and maintaining solid relationships with HNI / Ultra HNI clients, understanding their financial goals, risk tolerance and investment preferences.
Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement.
Developing personalized financial plans and investment strategies aligned with client's objectives and risk profiles.
Recommending ...
1 Opening(s)
2.0 Year(s) To 8.0 Year(s)
4.00 LPA TO 15.00 LPA
Job Overview:
The ideal candidate will be responsible for managing and growing relationships with high-net-worth individuals, clients, and institutional investors. You will be tasked with offering customized investment solutions, building strong client loyalty, and contributing to the growth of our mutual fund business.
Department: Sales/Client Services
Reports To: Executive Director
Industry- Financial Services
Employment Type- ...
1 Opening(s)
0 To 0
0.00 LPA TO 2.00 LPA
Please find the details for the same:-
Job Location: Kharghar.
Job Timing: 10 am to 6:30 pm.
Job Type: Permanent.
Weekly Off: Sunday.
Salary: As per company norms.
Experience: Freshers.
Qualification: Graduate.
Gender: Female.
Vacancy: 1
Job Profile:
Handling Data Entries.
Handling Walkin clients.
Doing back office work in Mutual Fund.
Filling forms.
Candidate’s Profile:
Hard Work.
Dedicated to work.
Go getting attitude.
Good/Fluent Communication Skills.
Smart and Presentable.
Company Profile: ...
1 Opening(s)
1.0 Year(s) To 4.0 Year(s)
0.00 LPA TO 3.00 LPA
We have an urgent opening for Manager- Back Office Executive (Mutual Fund) for a reputed Company (Mutual Funds services) for Kharghar.
Please find the details for the same:-
Job Location: Kharghar.
Job Timing: 10 am to 6:30 pm.
Weekly Off: Sunday.
Salary: As per industry norms.
Experience: 3+ years.
Qualification: Graduate.
Gender: Female.
Skills:
Good Knowledge about Internet and Computer.
Presentable
Self confidant
Expwrience ...
1 Opening(s)
0.6 Year(s) To 3.0 Year(s)
0.00 LPA TO 0.00 LPA
Please find the details for the same:-
Job Location: Kharghar.
Job Timing: 10 am to 6:30 pm.
Job Type: Permanent.
Weekly Off: Sunday.
Salary: As per company norms.
Job Profile:
Handling Data Entries.
Handling Walkin clients
Doing back office work in Mutual Fund.
Candidate’s Profile:
Hard Working.
Dedicated to work.
Go getting attitude.