Management Trainee

Arthavaidya Financial Services Private Limited

0 - 31 years

1 - 3 Lacs

kothrud pune

Posted:19 hours ago| Platform: Apna logo

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Skills Required

management risk portfolios drive retention regulations certification consulting

Work Mode

On-site

Job Type

Full Time

Job Description

* Develop and manage relationships with retail and HNI investors * Conduct client meetings to assess financial needs and risk appetite * Recommend suitable mutual fund portfolios aligned with client objectives * Drive business growth through new client acquisition and existing client retention * Stay updated with mutual fund products, SEBI/AMFI regulations, and market trends *NISM Series V-A certification (mandatory)** or willingness to obtain it

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Management Trainee

kothrud, pune

Experience: Not specified

INR 1 - 3 Lacs

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Management Trainee