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Job Location | Navi Mumbai |
Education | Not Mentioned |
Salary | Rs 3.0 - 4.5 Lakh/Yr |
Industry | anking / Financial Services |
Functional Area | Investment Banking / M&ASecurities Trading |
EmploymentType | Full-time |
Relationship Executive / Relationship ManagerExcellent English.Age max 32yr.Only Male.CTC UPTO 5 lac.Any Grad wid investment Advisor Experience of more dn 1.5yr.Candidates with qualifications like CFP, CWM,NISM - MF Module certification would have an added advantageCandidate with NISM MF Series VA / PGDFP /MFP Certification will have an added advantageSunday off, 2&4 sat off.10am to 6.30pm.Branch :- MUMBAI*JOB PROFILE*Acquisition of new clients and formulating strategies to increase the client base.Dealing with existing clients.Preparation and execution of financial planning.Regular portfolio review of client.Providing advisory services into various instruments majorly in General Insurance , Mutual Funds, FD, Bond, Equity, Gold(ETF), & FMP.Approaching need based product to the client through financial planning.Access the portfolio risk according to changing market situation.Generating the revenue primarily through core productsContact Shivani : 9892059268ORShare CV at : jcgshivani@gmail.com
Keyskills :
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