rm in mumbai, pune, kolkata

posted
contact
randstad india
position type
temporary
apply now

posted
location
mumbai, pune, kolkata
function
Banking & finance
position type
temporary
experience
3
reference number
55884
contact
randstad india

job description

rm in mumbai, pune, kolkata

> 1\. Acquisition of new clients and formulating strategies to increase theclient base.>> 2\. Dealing with existing clients.>> 3\. Preparation and execution of Financial Planning.>> 4\. Regular portfolio review of client.>> 5\. Providing advisory services into various instruments majorly in GeneralInsurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.>> 6\. Approaching need based product to the client through Financial Planning.>> 7\. Access the portfolio risk according to changing market situation.>> 8\. Generating the revenue primarily through core products.>> >> **Job Specification**>> 1\. Candidate with Excellent communication skills.>> 2\. Good Experience in Financial Planning, Investment Advisory, WealthManagement for minimum 1.6 year>> 3\. Pleasing Personality >> 4\. Candidates with NISM - MF Advisory module /CFP/CWM would have an addedadvantage

skills

Sales, field sales, FOS

qualification

B.A, B.Com, BBA