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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

hyderabad chennai trichy

Posted:15 hours ago| Platform:

Apply

Skills Required

mutual funds third party products hni client handling wealth management pms hni portfolio management wealth manager 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 clientsEnsure all clients are met on a regular basis

Required Candidate profile

Graduate in any stream with basic knowledge of financial markets across differentproduct lines1.NISM VA (for Mutual Funds)2.NISM XXI A(for PMS) info.aspiringmantra@gmail.comWhat's up 9318431991

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