Financial Advisor
1 month ago
Job Title: Wealth Manager - Financial Services - Mumbai
Wealth management through Mutual Funds, Bonds/NCDs, Market Linked Debenture, Corporate Fixed Deposit, Alternate Investment Funds, Portfolio Management Services, etc.
Managing HNI clients, Ultra HNI clients, Institutional Sales, Managing Family accounts.
Key Skills:Additional Benefit :Unlimited Incentive on the basis of business generated
Mandatory: Proven track record as a Wealth Manager or similar role within the financial services industry managing HNI clients, Ultra HNI clients, Institutional Sales, Managing Family accounts
Industry: Financial Services
Gender: Open
Experience: 2 to 5 years
Job Location: Mumbai
Working Days: 6 days
Qualification: Bachelor's degree in Finance, Economics, or related field
Notice Period: Immediate to 30 days
**Salary**: ₹400,000.00 - ₹800,000.00 per year
**Benefits**:
- Health insurance
Schedule:
- Day shift
Supplemental pay types:
- Performance bonus
Application Question(s):
- Prefered-CFPs, QPFPs, CWMs, CFA- Level 1.Do you fulfil this requirement?
**Education**:
- Bachelor's (preferred)
**Experience**:
- Financial planning: 2 years (required)
- Wealth management: 2 years (required)
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