Wealth Relationship Managers And Playing Captains (Across South India)

Department Icon Stock Market Trading Asset & Wealth Management
Posted: 1 year ago
0-1 years
Chennai, Tamil Nadu
Stock Market Trading Asset & Wealth Management
Work from Office
Full Time

Posted: 1 year ago
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Job Description

Company Description

FundsIndia is one of Indias largest investment platforms with nearly Rs. 10,000 crores invested by 25 lakh+ loyal investors. The company is dedicated to providing sophisticated investment advice to all and is on a mission to inspire a new generation of investors. FundsIndia is focused on re-architecting the investment industry through innovative solutions.

Role Description

This is a full-time Wealth Relationship Managers and Playing Captains role at FundsIndia located in Chennai. The role involves managing client relationships, providing sophisticated investment advice, and leading investment strategies to help clients achieve their financial goals.

Qualifications

  • Client Relationship Management and Wealth Management skills
  • Strong understanding of investment strategies and financial products
  • Excellent communication and interpersonal skills
  • Knowledge of the financial industry and investment trends
  • Ability to work effectively in a team and drive results
  • Bachelors degree in Finance, Business, Economics, or a related field
  • Experience in mutual funds or investment management is a plus

Skills

Investment ManagementInvestment AdviceInvestment TrendsInvestment StrategiesManagement SkillsWealth Management

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