Pb Financial Services Imf Pvt Ltd

West Delhi

Wealth & Risk Management by calling existing Clients..On boarding new clients..Corporate PresentationMeeting Clients..Selling Mutual Funds and Insurance

Client Portfolio Management Risk Assessment and MitigationPerformance Tracking and Reporting Relationship Management Sales and Business Development

Hiring for 5 Wealth Advisor Jobs in Delhi, for Freshers,Required Educational Qualification is : Diploma, B.B.A, B.Com, M.Com, M.Tech with Good knowledge in Marketing etc.Acquiring new clients and onboarding them for investments i Mutual funds and Health Insurance.Conducting Face to face Meeting with Clients...working with Investments, Insurance and Mutual funds...Candidates should posses excellent communication skills and have a quick learning ability...

Business Development Officer- Wealth and Risk Manager....Candidates should be open for Sales Meeting, Confident and positive attitude is an added advantage of Mutual Funds, Stocks, Bonds, Insurance Salary negotiable as per experience. He also knows how to handling and operating the team

Business Development Officer- Wealth and Risk Manager....Candidates should be open for Sales Meeting, Confident and positive attitude is an added advantage of Mutual Funds, Stocks, Bonds, Insurance Experience candidates are welcome. Salary negotiable as per experience.

Candidates should be smart and should have knowledge for Social Media Marketing, Content Writing & Video editing is must. Past experience in similar field is an added advantage. Salary negotiable as per experience.