Pb Financial Services IMF Pvt. Ltd.

1 Job openings at Pb Financial Services IMF Pvt. Ltd.
Wealth Manager janakpuri 0 years INR 1.8 - 3.0 Lacs P.A. On-site Full Time

=Acquiring new clients and onboarding them for investments in mutual funds and Health Insurance. =Maintaining regular client follow ups. =Conducting face to face meetings with clients. =Having a basic knowledge of Health Insurance and Mutual Funds is an added advantage. =Working with Investments, Insurance , Stocks and Mutual Funds.. =Providing support on products and services to the clients. Job Type: Full-time Pay: ₹180,000.00 - ₹300,000.00 per year Work Location: In person