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Investment Specialist

5 - 10 years

13 - 23 Lacs

Mumbai Navi Mumbai Mumbai (All Areas)

Posted:1 month ago| Platform: Naukri logo

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Skills Required

HNI Sales Mutual Funds Portfolio Management Private Banking Portfolio Family Office Wealth Management Ultra Hni Asset Management Investment Advisory Private Wealth Investment Products Investment

Work Mode

Work from Office

Job Type

Full Time

Job Description

The Investment Specialist's work includes client relationship management, developing new customer leads and on-boarding, provision of investment advice, analysis of wealth and estate planning needs and on-going servicing of high net worth clients.

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Rekrut India
Rekrut India
www.rekrut-india.com

Staffing and Recruitment

N/A

51-200 Employees

197 Jobs

    Key People

  • Amit Tiwari

    Founder & CEO

  • Priya Sharma

    Chief Operating Officer

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