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Wealth Manager - Sales - Investment/Trading Product (2-10 yrs) Vadodara/Baroda/Mumbai (BFSI Sales)


Job position: Wealth Manager - Sales - Investment/Trading Product (2-10 yrs) Vadodara/Baroda/Mumbai (BFSI Sales), Mumbai, Maharashtra

- Organise client meetings to discuss financial goals, risk tolerance and investment preferences.- Develop personalised wealth management strategies, including investment planning, portfolio allocation and retirement planning.- Monitor and ......

Job Location: Mumbai, Maharashtra, India

Salary: unspecified

Company: Talengage

Job posted: 30 Jun 2024

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