Investment Manager- Ghatkopar

23 hours ago

Mumbai, Maharashtra, India DC Consultants Full time ₹ 6,00,000 - ₹ 8,00,000 per year


Job Description:

We have an urgent opening for the position of Investment Manager for a leading Company for the Ghatkopar location.

Job Description:

Position: Investment Manager

Salary:  Upto 50k

Experience: 5 to 7 years

Qualification: MBA Finance/Insurance, CFP (Certified Financial Planner) 

Office Timings: 9.30  AM to 6:30 PM

Weekly Off- Sunday

 Skills Required:  

  • Knowledge in investment advisory.
  • Wealth management consultation.
  • Generating Lead
  • Meeting Clients
  • Selling Investment-related services
  • Good English Communication.
  • Smart and Presentable.

Job Role:

  • Doing client meetings anywhere in Mumbai.
  • Need to meet clients at the office.
  • Giving them presentations related to investments.
  • Clients - Portfolio Management.
  • Updating and Guiding clients about policies and schemes.
  • Solving their queries and providing adequate solutions for the same.
  • Providing suggestions and advising them on investment schemes.
  • Managing Client Relationships.
  • Generating leads from existing clients.
  • Getting new client leads.

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