Financial Portfolio Planner

2 weeks ago

Connaught Place Delhi Delhi, India SSS Placement Consultants & Event Management Full time

Urgent hiring for Financial Portfolio Planner

Exp
- Min 1 Years

Salary - Upto Rs 4.8 LPA. (Negotiable according to profile and experience)

Job Location - Connaught Place, Delhi

Key Requirement for the Position

1. Responsible for the Investments business. 2. Grow the investments business across various customer segments and channels. 3. Be a facilitator for all investment products across product categories like Equity & Commodity Broking, PMS, AIF, MF etc. 4. Responsible for developing long term relationships with HNIs by offering the various products and financial planning solutions 5. Manage a certain number of HNIs directly. Responsible to grow the customer base, Revenue and AUM for the company.

If interested or have any reference, please call us at 7838366009-Ms Bharti

**Salary**: Up to ₹480,000.00 per year

Schedule:

- Day shift
- Morning shift

Ability to commute/relocate:

- Connaught Place, Delhi - 110001, Delhi: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Bachelor's (preferred)

**Experience**:

- Financial Portfolio Planner: 2 years (preferred)
- Wealth Manager: 1 year (preferred)
- Relationship management: 1 year (preferred)

**Language**:

- English (preferred)

**Speak with the employer**
+91 7838366009

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