Excellent opportunity to get into a leading diversified financial services company. Qualification: Graduate. Experience: Min 5 years into Wealth management/Financial Services. Age Limit: 35 .Salary: 6 LPA. Location: Ernakulam, Trissur, Calicut and kollam
- Aquisition of new clients and manage existing client relationship, cross sell and upsell of all products.
- To research and update on available investment opportunities/financial market trend.
- To coordinate with product and research team for taking investment decision for the clients as per their financial requirement.
- Advising clients on their Investments and managing their overall financial portfolio.
- Generate AUM from preferred clients.
- Addressing and spreading awareness regarding investments
- Understanding of mutual fund schemes
- Solve client queries.