Investment Manager- Ghatkopar
Location
Mumbai | India
Job description
We have an urgent opening for the position of Investment Manager for a l eading 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.
Investment,CFP,Portfolio Management
Designation: Investment Manager- Ghatkopar
Vacancies: 1
Experience: 5.0 Year(s) - 7.0 Year(s)
Job tags
Salary
Rs 5 - 6 lakhs p.a.
