Portfolio Counsellor

Type:
Full Time
Location:
MUMBAI
Description:
Company Name : SHREE RAMA INTERNATIONAL

We are a private wealth management firm that offers Mutual Funds, Corporate FDs, insurance, Portfolio Management services, NPS, Sovereign Gold Bonds, RBI floating Rate Bonds, Home Insurance. We offer advisory services to our clients in order to meet their goals and generate long-term wealth.

Website : https://shreeramainternational.com/

Company Profile: PRIVATE WEALTH MANAGEMENT

Job Profile & Responsibilities:
  • meeting Clients & managing their Investments
  • making & reviewing Investment Plans
  • meeting & listening to Fund Managers
  • Who are we looking for? Portfolio Counsellor (Sales role)

    Qualification, experience, and additional skills : QUALIFIED CFP WITH EXPERIENCE OF 2YRS OR MORE must have basic knowledge of computer and MS office

    Salary Range: 20K TO 35K
    Hiring Manager Details:

    GAURAV RAMPURIA

    [email protected]

    8910576566