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Wealth Manager/ Portfolio Manager- Stock Broking Co- Noida- Bangalore

Wealth Manager/ Portfolio Manager- Stock Broking Co- Noida- Bangalore

Aspiring Mantra

4 - 9 years

5 - 12 Lacs

noida visakhapatnam chennai jaipur bengaluru

Posted:2 weeks ago| Platform:

Apply

Skills Required

wealth product portfolio management mutual funds wealth management financial products hni cross selling priority banking hni acquisition financial advisory hni client handling hni sales ultra hni pms mf stock market aum investment advisory investment products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, SGB,
Achieving Net Equalized Assets collected (LS) targets for mapped bookCreate an incremental SIP BookAcquire new clients & activate them with asset collection

Required Candidate profile

Graduate with knowledge of financial markets across differentproductEnsure 2-3 client meetings are done per dayNISM VA ( Mutual Funds), NISM XXI A(PMS)info.aspiringmantra@gmail.comCall 9318431991

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Wealth Manager/ Portfolio Manager- Stock Broking Co- Noida- Bangalore