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9 Ppfas Mutual Fund Jobs
Wealth Manager
2-4 years
₹ 4 - 9L/yr
Mumbai
5 vacancies
Wealth Manager
Ppfas Mutual Fund
posted 2hr ago
Job Role Insights
Fixed timing
Key skills for the job
Job Description
- Experience in Wealth Management Company/ division.
- Client first approach with focus on providing the right solution.
- Relationship management experience preferred.
- Knowledge of various products and services.
- Make financial plan by developing a deep understanding of the Clients financial needs, risk profile, objectives and challenges.
- Working with various teams to arrive at a tailormade .
- Ability to effectively network.
- Acquire new business by leveraging existing and new contacts.
- Regularly review Client portfolios and make recommendations in line with the risk profile.
- Provide professional customer service to achieve high customer satisfaction and retention.
- Ensure ongoing self-development.
- Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets.
- Represent the Organization and reflect our values.
Employment Type: Full Time, Permanent
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Ppfas Mutual Fund Benefits
Health Insurance 
Soft Skill Training 
Education Assistance 
Free Transport 
Child care 
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