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