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Wealth Advisor/wealt

2 months ago

Mumbai, India Whiteforce Full time

**Employment Information**:

- Industry
- ** Wealth Advisor/**
- Job level
- ** Master of Business Administration (M.B.A.)**
- Salary
- ** 200000 - 600000**
- Experience
- **2 - 3**
- Pay-Type
- **Annually**
- Close-date
- **2023-05-10**
- JOB-ID
- **JB-28032**
- Location
- **Mumbai**

**Job Descriptions**:
The Relationship Manager will be responsible for acquiring new clients with Self data base/ Open Market. Sourcing and servicing Demat A/C, Cross selling products like Insurance, Mutual Funds, PMS, Helping clients on their Investments and managing their overall financial portfolio

**Skills**:

- Helping clients on their Investments and managing their overall financial portfolio

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