Certified Financial Advisor / Relationship Manager BTW Visa Services India Pvt Ltd

0.0 - 4.0 years

0 Lacs

maharashtra

On-site

The job involves conducting risk profiling and goal-based planning for clients, recommending mutual fund portfolios, executing transactions, and reviewing them periodically. You will be responsible for maintaining client records, ensuring KYC compliance, and following up on schedules. Your key objectives will include achieving growth in Assets Under Management (AUM), meeting SIP targets, and retention metrics. Additionally, you will be expected to conduct investor education webinars and seminars. This is a full-time position suitable for freshers. The work location is in person. To apply, visit btwgroup.co/careers. If you have any queries or need more information, you can speak with the employer at +91 9503776369.,

Posted 3 days ago

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