0.0 - 5.0 years

1 - 4 Lacs

navi mumbai, mumbai (all areas)

Work from Office

Job Title: Investment Advisor – Mutual Funds & Cross Sales Location: Airoli 5 Days Working | 2 Days Rotational Off Upselling and cross-selling. Graduation is mandatory. NISM - XA/XB or VA/VB. BFSI Sales (Banking, Financial Services, Insurance) Required Candidate profile NISM Certificate with any graduation mandate

Posted 1 month ago

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Client Relations Pre-IPO & Wealth Management Mumbai Satvam Consulting Private Limited Hiring For Client of placement company

8.0 - 11.0 years

0 - 0 Lacs

mumbai city

On-site

Client Relations Pre-IPO & Wealth Management Mumbai Company: Leading Asset management company in India. Job Description: Understanding Financial Markets: Develop expertise in Pre-IPO, unlisted shares, and wealth management services. Client Advisory: Guide HNIs and Ultra-HNIs in making informed, strategic investment decisions aligned with their financial objectives. Business Development: Identify and acquire potential clients, pitch investment opportunities, and expand the client base. Portfolio Management: Assist in structuring, diversifying, and optimizing client portfolios with a focus on risk management and long-term wealth creation. Investment Research: Monitor market trends, explore new...

Posted 1 month ago

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