Hi,
We are hiring for one of the leading Financial Services.
Location- Delhi/Jodhpur/Chandigarh
Role- Area Manager- Investment
Vertical- Franchise
JOB SPECIFICATIONS-
1. Servicing franchisee & existing PMS clients. 2. Build a good rapport with them by providing market information & current portfolio status. 3. Cross selling of Equity, Mutual Fund & PMS products. 4. Having strong analytical & communication skills.
Qualifications: - MBA/PGDM (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.
Experience;-Minimum 2yrs+ yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service.
If interested, kindly send your resume to hidden_email or can call on hidden_mobile

Keyskills: b2b investment advisory wealth management equity financial planning broker hni sub broker
Company profile assuredjob.com is one of the leading companies based in New Delhi, Delhi operating in placement and recruitment industry. We are offering specialized services in all recruitment disciplines. We strive to achieve the same level of understanding you have about your business. To A...