Hiring for Wealth Manager - Mutual FundsLocation : Gurgaon/MumbaiSalary : Upto Rs 14 LPA- Deep understanding of the financial products - mutual funds, bonds, corporate fixed deposits, life and non-life insurance, PMS & other wealth services.- Handhold customers throughout their investment journey. Manage the customer's across different market cycles and help them avoid mistakes.- Engage with the customers regularly and conduct their portfolio reviews.- 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. (ref:updazz.com)
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