UNITECH SOLUTION
Location
Pune | India
Job description
Required Wealth Manager (Sr Manager)
Education: MBA
CTC: 12 lakh
Experience : 78 Yrs
Requirement:
Should have good knowledge of security market investment banking and
economy.
Should have good knowledge of Mutual Funds PMS AIF stocks derivatives
Banking & Loan LAP
Having knowledge of the KYC process will be an additional advantage.
Should have passion to excel in the field of wealth management
Should have excellent communication skills to build relations with clients
Should have excellent written verbal and presentation skills
Should be able to understand customer financial needs to create his/ her
wealth managing portfolio and protecting family income.
Should have good financial and analytical skills should have good skills to
prepare proposals and financial audit reports Should be proactive self
motivated and a team player.
Should have professional attitude towards work with discipline and dedication
and process compliance to deliver the work in timely manner
wealth,derivatives,loan portfolio analysis
Job tags
Salary
