Wealth Manager

Customer Profiling Consultation related to wealth management Client interaction References from existing clients to acquire new clients Updating clients on market Giving the proper information to clients of a transaction at a specific interval. Strive towards achieving an individual goal and thereby the branch and organizational goals. Desired Candidate Profile Should have good knowledge of the Mutual Fund Should be well-versed in MS Excel Good communication skills A candidate with a Finance background will be preferred. AMFI and NISM certified Experience in wealth management is preferred If you are interested in the same profile kindly REPLY to this mail with your latest CV and the joining period at the earliest. Regards, DC Consultants .