Mutual Fund Advisor
53 minutes ago
Client Acquisition through leads and own source
Understanding the client's financial goals and needs
Recommend products according hi/her needs and risk profile
Check client's financial goals regularly and also suggest any
changes if required.
- Help clients to achieve his/her financial freedom.
Job Types: Full-time, Permanent
Pay: ₹30, ₹40,000.00 per month
Experience:
- Total Work: 2 years (Preferred)
- Mutual Fund: 1 year (Preferred)
Work Location: In person
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