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Investment Advisor

0.00 to 4.00 Years   Mumbai City   21 Mar, 2023
DC Consultants
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryManagement Consulting / Strategy
Functional AreaOperations Management / Process Analysis
EmploymentTypeFull-time

Job Description

    Job description
    • Knowledge/Experience in LIC
    • PMS
    • Experience on V.M.Pro Software
    • Good English Communication.
    • Smart and Presentable.
    • CFP(Certified Financial Planner)
    Job Role:
    • Doing Client Calling
    • Need to meet clients at the office.
    • Giving them presentations related to investments.
    • Clients - Portfolio Management.
    • Updating and Guiding clients about policies and schemes.
    • Solving their queries and providing adequate solutions for the same.
    • Providing suggestions and advising them on investment schemes as per their income.

Keyskills :
portfolio managementpms

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