Investment Advisor

3 days 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**: ₹8,086.00 - ₹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**

+91 9111555754

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