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Wealth Manager/Wealth Specialist

Bank Jobs
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Wealth Manager/Wealth Specialist

Bank Jobs
1 views

Description

Founded by entrepreneurs from IITs & IIM, we are a young, next-gen, tech-driven Wealth Management brand.

In the last five years, we have built a cutting-edge wealth management platform, added over 100 products to it, and earned the trust of thousands of investors.

In our latest round of funding, we have raised capital of USD 7 million from investors in companies like Ola, PolicyBazaar, Swiggy, Meesho, and others.
We are looking for confident Wealth Management professionals with strong experience :
• Preferably 5+ years of experience in selling financial products
• Experience in banks, securities, or wealth management firms
• Entrepreneurial mindset with a strong client network
• Acquiring and onboarding new clients on the platform
• Managing client portfolios and driving business goals

Attributes

Company Name: Proficient Insight Consulting LLP

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    HR details Details

    463login
    4330 active listings
    Professional seller
    Registered for 1+ year
    Last online 1 year ago
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    Listing location

    Kolkata, West Bengal, India
    22.5730869, 88.3635123

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    Wealth Manager/Wealth Specialist by 463login