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Investment Advisor

3 months ago

Mumbai, Maharashtra, India BWISE SOLUTIONS PRIVATE LIMITED Full time

The role would require to train, enable and influence branch team to sell investment products - MF, PMS, AIF, PE and SP.

Doing joint meetings with HNI customers of branch teams for cross sell

1. Train assigned branch teams on investment products - MF, PMS, AIF, PE and SPs.

2. Enable and influence branch teams to cross sell the investment products

3. Joint meetings with HNI customers of branch teams

4. Help branch team achieve their cross sell targets.

Periodic review of client's portfolio to ensure that they are in line with client's investment objectives

Job Types:
Full-time, Permanent

Salary:
₹8, ₹49,087.70 per month

Schedule:

  • Day shift

Experience:

- total work: 5 years (preferred)

Ability to Commute:

  • Mumbai, Maharashtra (required)

Ability to Relocate:

  • Mumbai, Maharashtra: Relocate before starting work (required)

Work Location:
In person

Speak with the employer