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Wealth Manager @ Reliance Securities

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 Wealth Manager

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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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...