Portfolio Advisor

Department Icon Stock Market Trading Asset & Wealth Management
Posted: 1 year ago
2-4 years
Mumbai, Maharashtra
Stock Market Trading Asset & Wealth Management
Work from Office
Full Time

Posted: 1 year ago
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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
  • ???? Apply Now or share your profile at [HIDDEN TEXT]
  • Lets grow wealthtogether. ????????

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