PA Wealth Advisors provides tailored financial planning and investment management services to individuals and families, focusing on wealth preservation and growth.
Ludhiana
INR 2.4 - 3.6 Lacs P.A.
Work from Office
Full Time
Responsibilities: Making profiles of Investors Punching timely Online Transactions of Investors. Oversee KYC operations, document scanning & backend processes Manage branch operations & back office functions MF Distributor's back-office activities Annual bonus
Ludhiana
INR 3.0 - 4.8 Lacs P.A.
Work from Office
Full Time
JD Candidate Experience in sales is preferred Maintain relationships with clients and partners Aim to retain clients and renew contracts Approach potential clients to establish relationships Convert leads into clients for investment products Health insurance Annual bonus
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