Financial Portfolio Planner /Wealth Manager/Relationship Manager

Prognosis Financial

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

• Type of Job

  Full Time

• Work Location Type

  Work from Office