Wealth Manager- Mutual Fund (Sales)

3 - 7 years

0 Lacs

Posted:4 days ago| Platform: Naukri logo

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Skills Required

acquiring new clients & providing advice on financial investments by selling mutual funds general & health insurance. maintaining existing/new clients for improving our market share.

Work Mode

Work from Office

Job Type

Full Time

Job Description

Acquiring new clients & providing advice on financial investments by selling Mutual Funds,
Maintaining existing/new clients for improving our marketshare.

Required Candidate profile

Must have NISM-5A certification or IRDA certification, Certified Financial Planner will be a plus, have prior & proven record of mutual funds & Insurance sales, Financial Services - Asset Management

Perks and benefits

Salary shall be commensurate in accordance to AUM

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