Wealth Advisory Executive

1 - 5 years

5 - 6 Lacs

Posted:3 weeks ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

  • The Candidate Will Be Required to Convert New Clients (retail, HNI) On Board for Wealth management / Financial Planning
  • He/ She Will Service the Clients with Regular Investment Advice, News and Investment Updates
  • Designing an investment option
  • Should have knowledge about equity market

Experience:

  • 1- 5 Years in Sales of Any Financial Products such as Wealth Management, Financial Planning, Equity, Derivative, PMS, Mutual fund

Skills Required:

  • Good Communication Skills, Confidence and Enthusiasm, Client Service Capabilities

Bcom/MBA/PGDM

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