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1 Goldenbulls Wealth Management Job
Financial Planner Team Lead
Goldenbulls Wealth Management
posted 5mon ago
Job Role Insights
Key skills for the job
Job Description
- Responsible to handle clients independently and also manage a team of 5 members.
Education
- Expected-MBA or Equivalent, NISM or Equivalent Certification
Experience
- Min 5 years of banking or Wealth Management Team Handling
- Multi-Asset Selling Client Management Hold on to Equity and Debt concepts and understanding of products across asset class
- KRA-Team Recruitment
- Team Management - Huddle; Hand Holding; Team Training Team cost justification, Coordination with AMC / Fund House RM
Employment Type: Full Time, Permanent
Functional Areas: Banking/Insurance
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