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Wealth Manager

Wealth Manager

Bossberry Learning

0 - 4 years

3 - 5 Lacs

Mumbai Thane Navi Mumbai

Posted:3 weeks ago| Platform:

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Skills Required

Retail Banking casa HNI Banking Products Fixed Deposits Saving Account Portfolio Management Private Banking Wealth Management TPP Investment Advisory Current Account Branch Banking

Work Mode

Work from Office

Job Type

Full Time

Job Description

-Experience in CASA, insurance, DMAT, SIP, credit cards as sales person -Industry – Banks, Broking and insurance -Client acquisition -Portfolio management -Market research -Cross-selling Acquiring HNI clients (Affluent & Super Affluent)

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Education Administration Programs

pune Maharashtra

11-50 Employees

96 Jobs

Key People

Sarah Johnson

CEO
David Smith

CTO
Emma Brown

Head of Product Development

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