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Wealth | PCG | Advisory Role

Posted on

Experience
9 - 14 yrs
Salary (CTC)
₹10L - ₹20L
Job Location
Kolkata, India
Vacancy
1
Designation
Wealth Advisor
Job Type
ONSITE

Job Description

Client Acquisition & AUM Growth,Advisory on Equity, MF, PMS, Insurance& Investment Products, Portfolio Review & Financial Planning, Team Management & Revenue Monitoring,Cross-selling Financial Products,Franchisee,Business Development&Market ExpansionExperience Required: 2–15 Years,Qualification: Graduate / MBA / PGDM,Preferred Certifications: NISM VIII / CFP / NCFMHNI Client Handling,Equity&Derivatives Market Knowledge,Wealth Management&Advisory

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