92+ Applicants
Posted: 4 months ago
4-9 years
Pune
work from office
Posted: 4 months ago
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Applicants: 92+
Job Description
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Job Description
• Handle HNI client portfolio & retention
• Conduct portfolio reviews & financial planning
• Recommend mutual funds/wealth products
• Manage client queries & deliver superior service
• Manage the existing client and onboarding new clients.
• Conduct portfolio reviews & financial planning
• Recommend mutual funds/wealth products
• Manage client queries & deliver superior service
• Manage the existing client and onboarding new clients.
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Required Candidate profile
Looking for a candidate with strong experience in selling mutual funds and managing a solid portfolio of HNI/Ultra-HNI clients. Must be available to join immediately or in 30 days max.Skills
Mutual FundsWealth ManagementHNIPortfolio ManagementInvestment AdvisoryHNI Client HandlingInvestment ProductsHandlingIf an employer asks you to pay any kind of fee, please notify us immediately. Jobaaj does not charge any fee from the applicants and we do not allow other companies also to do so.
Important dates & deadlines?
Application Deadline
10 Jan 26, 04:40 PM IST
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