Job Description
Meet monthly goals/ targets, based on KRA defined
Develop new and existing relationships
Maintain good level of knowledge of the company's systems and regulatory environment
Focus on business development across assets & fee, to sustain and achieve growth in relationship value & revenues
Requirements:
Experience:- 2+ years of experience in investments (mutual funds/ equity) – Banks/ Brokers
Education:- MBA or CFP certified Graduate
Freshers can also apply, provided they have sound knowledge of Investment products, like Mutual Funds & Equity.
Age:- Not more than 30 years
CTC:- Salary + Monthly Incentive + ESOP's
Develop new and existing relationships
Maintain good level of knowledge of the company's systems and regulatory environment
Focus on business development across assets & fee, to sustain and achieve growth in relationship value & revenues
Requirements:
Experience:- 2+ years of experience in investments (mutual funds/ equity) – Banks/ Brokers
Education:- MBA or CFP certified Graduate
Freshers can also apply, provided they have sound knowledge of Investment products, like Mutual Funds & Equity.
Age:- Not more than 30 years
CTC:- Salary + Monthly Incentive + ESOP's
💡 Quick Summary
Seeking a career-building opportunity? The Wealth Manager position is now open for candidates interested in the Bank Jobs sector. This role in Pune offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
