Portfolio Advisor

Department Icon Stock Market Trading Asset & Wealth Management
92+ Applicants
Posted: 8 months ago
2-4 years
Mumbai, Maharashtra
Work from Office

Posted: 8 months ago
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Applicants: 94+
Job Description
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Job Description


???? Mumbai: Churchgate | Vile Parle | Borivali | Lower Parel

???? CTC: Up to ?12 LPA

???? Experience: 2+ Years in Wealth/Investment Product Sales

???? Key Responsibilities:

? Drive AUM growth via Mutual Funds, PMS, AIFs, Insurance, SGBs, etc.

? Build and scale SIP book

? Reactivate/increase wallet share of existing clients

? Conduct 23 meaningful client meetings daily

? Onboard and activate new clients

???? Youre a Great Fit If You Have:

?? Min 2 years of experience in wealth/investment sales

?? Strong client engagement & advisory skills

?? NISM VA / XXI A / XIII A and SP Certificate (preferred)

?? Graduate degree + financial product knowledge

Looking to get Placed? Try our Placement Guarantee Plan

???? Apply Now or share your profile at [HIDDEN TEXT]

Lets grow wealthtogether. ????????

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Important dates & deadlines?

Application Deadline

15 Sep 25, 04:42 PM IST

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