Client Manager Mutual Funds/asset Management (3 10 Yrs)
Job Description
Hiring for Client Manager - Mutual Funds/Asset Mgmt
Location : Gurgaon/Mumbai
Salary : Upto Rs 14 LPA
- Digital Portfolio Management.
- Understand the customer's goals, aims and aspirations and ensure his investment strategy is aligned with it.
- Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.
- Understanding of the financial products - mutual funds, bonds, corporate fixed deposits and other wealth services.
- NISM V-A, X-A & X-B certifications done
- Engage with the customers regularly and conduct their portfolio reviews.
- Explain the concept of financial planning to clients and work closely with clients
- Handhold customers throughout their investment journey
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Client Manager Mutual Funds/Asset Management (3 10 yrs)
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Job Detail
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Job IdJD2956865
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationMumbai, Maharashtra - Gurgaon, Haryana, India
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EducationNot mentioned
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ExperienceYear