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29/06 Sunil Gupta
Head - Business Practice at ThinkResource Infosolutions

Views:24 Applications:12 Rec. Actions:Recruiter Actions:2

Wealth Advisor/Wealth Manager - Sales - BFSI (2-7 yrs)

Ahmedabad/Mumbai/Navi Mumbai Job Code: 220818

Wealth Advisors & Wealth Manager (Male & Female)

Educational Qualifications Preferred : B.com/M.com/ MBA/BBA

Experience Minimum : 2 year and above

Industry Experience Required Banking, Broking firm, DSA, Insurance company

CTC Offered [per Annum] Min. Rs. 2,00,000 Max. Rs. 6,00,000

Job Description :

- The Relationship Manager will be responsible for acquiring new clients with Self data base/ Open Market.

- Sourcing and servicing Demat A/C,

- Cross selling products like Insurance, Mutual Funds, PMS,

- Helping clients on their Investments and managing their overall financial portfolio

Job Location : Ahmedabad, Mumbai

Kindly share your resume on whatsapp: 9820349155

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