Mutual Fund Advisor Catalysts HR
Catalysts HR
Office Location
Full Time
Experience: 7 - 7 years required
Pay:
Salary Information not included
Type: Full Time
Location: Noida
Skills: Client Acquisition, Financial Goals, team handling, Recommendation, mutual fund
About Catalysts HR
Job Description
1. . Client Acquisition through leads and own source 2. Understanding the clients financial goals and needs 3. Recommend products according hi/her needs and risk profile 4. Check clients financial goals regularly and also suggest any changes if required. 5. Help clients to achieve his/her financial freedom. Job Types: Full-time, Permanent Schedule: Day shift Experience: Total work: 7 years (Preferred) Mutual fund: 7 years (Preferred) Team handling: 7 years (Preferred) Work Location: In person Speak with the employer +91 8637085596,