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Wealth RM/Investment Portfolio Advisor/ Stock Broking/ Chennai/ Trichy

Wealth RM/Investment Portfolio Advisor/ Stock Broking/ Chennai/ Trichy

Aspiring Mantra

4 - 9 years

5 - 11 Lacs

Chennai Trichy

Posted:1 month ago| Platform:

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Skills Required

Mutual Funds HNI Client Handling Wealth Management PMS HNI Portfolio Management Wealth manager Third Party Products Equity Financial Advisory HNI Acquisition Investment Management Structured Products HNI Sales Corporate FD Ultra Hni MF AUM Investment Products Aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Gathering assets for investment products such as Mutual Funds, PMS, AIF Corporate FD & other products launched from time Achieving New Business development targets by reactivating /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 lines 1. NISM VA (for Mutual Funds) 2. NISM XXI A(for PMS) info.aspiringmantra@gmail.com What's up 9318431991

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Wealth RM/Investment Portfolio Advisor/ Stock Broking/ Chennai/ Trichy