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Wealth Manager

2 - 5 years

4 - 5 Lacs

Posted:17 hours ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

1. Conduct client onboarding meetings, explain service offerings, and complete risk profiling exercises.


2. Communicate Mutual Fund recommendations based on client goals and risk profile.


3. Schedule and conduct periodic client portfolio reviews .


Performance bonusSales incentives

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