Financial Portfolio Planner /Wealth Manager/Relationship Manager
Prognosis Financial

Key Skills

Sales Client Acquisition Wealth Manager Portfolio Manager Stock Broker Stock Dealer Financial Planning

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Job Description

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

Experience : 1 - 5 Years

No. of Openings : 10

Education : Any Bachelor Degree

Role : Financial Portfolio Planner

Industry Type : Banking / Financial Services / Stock Broking

Gender : [ Male / Female ]

Job Country : India

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