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Wealth Manager

2.00 to 6.00 Years   Kolkata   05 Jun, 2019
Job LocationKolkata
EducationNot Mentioned
SalaryRs 3.5 - 6 Lakh/Yr
IndustryBanking / Financial Services
Functional AreaInvestment Banking / M&ASecurities Trading
EmploymentTypeFull-time

Job Description

  • Understand the financial need & risk appetite of the client & recommend suitable products from the array of financial products available with us like - Mutual Funds, PMS, PE, Bonds, Structured Products, equity, life insurance etc.
  • Generating a minimum of 3X revenue per month
  • Acquiring 2 new clients per month
  • Generating an AUM of 50L per month
  • Job Location: Thapar House, 4th floor, Mohini Mansion, 163, S.P. Mukherjee road, Near Mudilali Bus stop, Near Ravindra Sarovar Metro. Pin Code:700026Kolkata
  • Start Date: 05-Jun-2019
  • End Date: 07-Jun-2019

Keyskills :
riskinsurancepmsutualstructuredlifefundsproductsfinancial

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