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Wealth Manager - Portfolio Manager - Stock Broking co- Noida

Wealth Manager - Portfolio Manager - Stock Broking co- Noida

Aspiring Mantra

5 - 10 years

7 - 12 Lacs

noida greater noida delhi / ncr

Posted:1 month ago| Platform:

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Skills Required

mutual funds wealth manager hni client handling portfolio handling pms share market portfolio management cross selling third party products hni acquisition stock broking capital market nism wealth management demat stock market investment advisory investment products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Responsible for gathering assets for investment products such as mutual funds, PMS, Corporate FD, Insurance
Responsible for achieving New Business development targets by Inactive/activating new clients.Ensure all clients are met on a regular basis

Required Candidate profile

Graduate in any stream with basic knowledge of financial markets across different product linesNISM VA (for Mutual Funds), NISM XXI A(for PMS),IRDAInfo.aspiringmantra@gmail.comCall 9318431991

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Wealth Manager - Portfolio Manager - Stock Broking co- Noida