Financial Portfolio Planner /Wealth Manager/Relationship Manager

Prognosis Financial

1. Responsible for the Investments business.

2. Grow the investments business across various customer segments and channels.

3. Be a facilitator for all investment products across product categories like Equity & Commodity Broking, PMS, MF, Life General & Health Insurance, FD, etc.

4. Responsible for developing long term relationships with HNIs by offering the various products and financial planning solutions.

5. Manage certain number of HNIs directly. Responsible to grow the customer base, revenue and AUM for the company

• Experience1 - 5 Years
• No. of Openings10
• EducationAny Bachelor Degree
• RoleFinancial Portfolio Planner
• Industry TypeBanking / Financial Services / Stock Broking
• Gender[ Male / Female ]
• Job CountryIndia
• Job TypeWork from Office