Wealth Planning Officer at Goregaon Mumbai Location

☞ Work Force HR

View: 106

Update day: 22-04-2024

Location: Tarapur Maharashtra

Category: Executive management Production / Operation

Industry: Staffing Recruiting

Position: Entry level

Job type: Full-time

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Position : Sales ExecutiveDepartment : Mutual Fund (Finance)No. of positions : 2-3Qualification- post graduateNo. of Experience : 2-3 yrs in Simmler profileSalary CTC Other Benefits : 4.5 - 5.5 LPAWorking days, Week off, Job time : Mon - Sat (9.30-6.30) 1st and 4th Sat workingJob Purpose: The candidate would be cold calling on clients Database and will also search contacts of the corporate clients and HNI clients and get in touch with them for meeting and close the client and get their investments and accordingly maintain their portfolio.Roles ResponsibilitiesOffering wide range of Financial Services and Wealth Management Solutions to Institutions, Corporations, High-Net worth Individuals and Families.Conducting comprehensive review of client portfolios, including interacting with clients to access strategies based on objectives and risk profile.Selling Equity MF, Debt MF, Hybrid Other Mf, PMS, AIF, Bonds etc.Responsible for building AUM and revenue generation as per company benchmark.Responsible for meeting cross sales target.Ensuring High Quality Service and Key Customer Relationship Management.Comply with KYC/ SEBI rules, regulations and legislation.WorkforceHR TeamMumbai Pune Division.Email ID : pc.wfhr@gmail.comContact no. 98192 47567www.workforcehr.in(we are open from Monday to Saturday 10am to 7pm onlyThis job is provided by Shine.com
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Deadline: 06-06-2024

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