Skills & Experience : Reqd. CA
The candidate will be required to get new clients (retail, HNI, corporates) on board for wealth management / financial planning.
He/ She will service the clients with regular investment advice, news and investment updates.
Key skills required are : Good communication skills, up to date with latest news, confidence and enthusiasm.
Since this is primarily a sales related job, candidates should have prior experience in the field of sales (wealth management, mutual funds sales, insurance, etc). Enthusiastic freshers can apply.
Skills & Experience : Reqd. CA
Good understanding of financial statements, financial markets, up to date with the latest news and good command over language.