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11/08 Ms Shivani
HR at Skillflix Consultancy India Private Limited

Views:12 Applications:11 Rec. Actions:Recruiter Actions:0

Wealth Manager - Sales - Investment Product (2-5 yrs)

Pune/Mumbai/Ahmedabad/Delhi NCR/Chennai/Nagpur/Hyderabad Job Code: 287187

- Will be responsible for primarily selling Equity based investment products (Investment Advisory, Portfolio Management Services PMS & AIF)

- Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.

- Responsible for achieving targets as assigned by the organization on a monthly basis.

- Provide regular updates to the immediate superior as an when required

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