Investment Counselor !! Broking company

5 - 10 years

7 - 12 Lacs

noida delhi / ncr mumbai (all areas)

Posted:1 day ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Urgent Hiring as Investment counselor in Broking company

Job location :- Mumbai , Delhi , Noida and Gurgaon

Role & responsibilities

  • Train assigned branch teams on investment products - MF, PMS, AIF, PE and SPs.
  • Enable and influence branch teams to cross sell the investment products
  • Joint meetings with HNI customers of branch teams
  • Help branch team achieve their cross sell targets.
  • Periodic review of clients portfolio to ensure that they are in line with clients investment objectives

Preferred candidate profile

  • Having a experience into wealth Min 4 Years
  • Having a Good knowledge in PMS product
  • Having a knowledge to Wealth Product

Interested candidate please share me your cv at sharvan@getwork.org

HR Sharvan

8800790797

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