Wealth Note Investments
Website:
wealthnote.in
Job details:
Role Summary:
Manage client investments and help them grow their wealth by offering products like stocks, mutual funds, and bonds. Build strong relationships and guide clients on where to invest.
Key Responsibilities:
- Bring in new clients and manage existing ones
- Suggest investment options like stocks, mutual funds, PMS, AIFs, and bonds
- Advise clients on market trends and portfolio decisions
- Work with research teams to share market insights
- Meet sales and revenue targets
- Stay in regular touch with clients and review their portfolios
- Follow all SEBI and company rules
Required Skills:
- Good knowledge of stock markets and investment products
- Strong communication and relationship skills
- Analytical thinking with a sales mindset
- NISM/SEBI certification (required)
Typical Background:
- Degree in Finance, Commerce, or Economics.
- Experience in broking, wealth management, or advisory is A MUST.
Click on Apply to know more.