Investment Manager

• Knowledge in investment advisory.

• Wealth management consultation.

• Generating Lead

• Meeting Clients

• Selling Investment-related services

• Good English Communication.

• Smart and Presentable.

Job Role:

• Doing client meetings anywhere in Mumbai.

• Need to meet clients at the office.

• Giving them presentations related to investments.

• Clients - Portfolio Management.

• Updating and Guiding clients about policies and schemes.

• Solving their queries and providing adequate solutions for the same.

• Providing suggestions and advising them on investment schemes.

• Managing Client Relationships.

• Generating leads from existing clients.

• Getting new client leads.