Playing Captain - Wealth Management

We are looking to hire Playing Captain across Pan India - Different Location for NBFC.

Role Description

This is a full-time role for a Playing Captain - Wealth Management . The Playing Captain will be responsible for leading wealth management strategies, overseeing financial planning, and providing personalized investment solutions.

Location : Mumbai , Lucknow , Kolkata , Bangalore , Hyderabad , Chennai , Kerala , Indore

Qualifications

• Financial Planning, Investment Management, and Wealth Management skills
• Excellent People management skills
• Has to get his own team of 2 - 5 RM wealth
• Thorough knowledge of AIF , PMS , Mutual Fund , Equity , Structure Products
• Strong analytical and problem-solving abilities
• Excellent communication and interpersonal skills
• Client relationship management and strategic planning skills
• Knowledge of financial markets and industry trends
• Bachelor's degree in Finance, Economics, Business, or related field
• Relevant certifications such as CFP, CFA, or equivalent are a plus

Mail us on synergyhrconsultancy1@gmail.com