4.0 - 9.0 years

5.0 - 10.0 Lacs P.A.

New Delhi, Ahmedabad, Mumbai (All Areas)

Posted:5 days ago| Platform: Naukri logo

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Skills Required

Financial AdvisoryHNI Client HandlingWealth ManagementPortfolio ManagementHNI DealerCross SellingThird Party ProductsPMSInvestment AdvisoryHNI Acquisition

Work Mode

Work from Office

Job Type

Full Time

Job Description

To be responsible for identifying customer needs, assessing their risk appetite, and providing them with investment options To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio

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