3 - 5 years

5 - 10 Lacs

Posted:21 hours ago| Platform: Foundit logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Client first approach with focus on providing the right solution

Make financial plan by deep understanding of the Client's financial needs, risk profile

Effectively network

Acquire new business

Represent the Organization and reflect its values

Required Candidate profile

-3 to 4+ yrs relevant exp in Wealth Management -RM/Financial Planning/Product

-CFP/Financial planning a must

-Exp in wealth mngt of HNIs

-Knowledge of Financial Markets, Products

-Relationship Mngt

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