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Sales Advisor - Wealth Management (1-6 Yrs) Chennai (BFSI Sales)

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by Updazz.com
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Job Specifications
Employment Type Full time jobs
Minimum Experience 1 yr
Job Description
Overview: Provide high-net-worth clients with comprehensive financial advice and investment products to help grow and manage their wealth. Principal Duties: - Consult with clients to identify their long-term financial objectives.
-Offer tailored investment products, retirement plans, and wealth management strategies.
-Establish trust-based relationships with clients, providing ongoing financial advice.
-Work closely with internal teams to deliver a seamless client experience.
-Keep abreast of market trends, investment opportunities, and regulatory changes. Requirements: - Bachelor s degree in finance, economics, or a related field.
-Prior experience in wealth management or investment advisory.
-In-depth knowledge of financial markets and investment products.
-Strong interpersonal skills and ability to manage client portfolios. For More Information: Contact Priyansi P | HR Team Phone/WhatsApp: 91 8160174117 (ref:updazz.com)

Payroll Type : Permanent
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Updazz.com (Registered since July-2017)
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