Wealth Manager @ Reliance Securities

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Wealth Manager

Reliance Securities
2 to 7 Yrs
Kolkata
7 years ago
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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

Employement Category:

Employement Type: Full time
Industry: Banking / Financial Services
Role Category: Investment Banking / M&A
Functional Area: Not Applicable
Role/Responsibilies: Wealth Manager

Contact Details:

Company Name: RELIANCE SECURITIES
Location(s): Kolkata

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Keyskills: insurance pms sales management risk bonds marketin

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₹ 3.5 - 8 Lakh/Yr

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Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

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Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

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Create password

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Reliance Securities

About reliancesmartmoney.comPowered by Reliance Capital, reliancesmartmoney.com is a 'neutral financial services marketplace'; empowering people to do what's right for their money. The multi-product digital platform provides access to Mutual Funds, Stocks, Loans & Insurance, PMS, Corporate FDs...

Wealth Manager @ Reliance Securities

Home > Investment Banking / M&A

Wealth Manager

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