Wealth Solutions Executive (Sales) Job in Lakshmishree Investment & Securities

Wealth Solutions Executive (sales)

Year BR, IN, India

Lakshmishree Investment & Securities

72 Current Jobs Openings

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Job Description

Total years of Experience: 1 to 2 years

Key Responsibilities:

Identify, engage, and acquire new clients for

investment and wealth management solutions

. Advise clients on a wide range of financial products, including

equities, mutual funds, SIPs, IPOs, insurance and other wealth management products

. Build and maintain

long-term client relationships

, ensuring high satisfaction and repeat business. Analyze client portfolios to provide

tailored investment strategies and market insights

. Collaborate with internal teams to ensure

smooth onboarding, KYC compliance and portfolio management

. Stay updated on

market trends, product developments, and regulatory changes

to provide accurate advice.
Job Type: Full-time

Pay: ?18,000.00 - ?25,000.00 per month

Work Location: In person

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Job Detail

Job Id

JD4710449
Industry

Not mentioned
Total Positions

1
Job Type:

Full Time
Salary:

Not mentioned
Employment Status

Permanent
Job Location

BR, IN, India
Education

Not mentioned
Experience

Year

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