Virtual Relationship Manager - Wealth

Wealth India Financial Services · Chennai

घर से काम

वेतन₹30,000–60,000महीना, जैसा लिखा है

कहाँChennaiTamil Nadu

प्रकारFull time

Posted2 Nov4 दिन पहले, Apna से

Kaam ने check किया

Fee, deposit या पैसे माँगने के निशान नहीं

अच्छी English चाहिए, बोलने और लिखने में

दिन का काम

गाड़ी या licence नहीं चाहिए

जो skills माँगे हैं2 लिखे हैं

B2C salesMutual funds

इस job के बारे में

Understand clients' financial goals, risk tolerance, investment horizon, and investment preferences. ● Educate clients on mutual funds, investment options, financial markets, and the associated risks and potential rewards. ● Provide clear and easy-to-understand guidance on investment concepts and strategies. ● Review client portfolios regularly and identify opportunities for portfolio rebalancing based on market conditions and changes in financial circumstances. ● Ensure investment recommendations and strategies adhere to applicable industry regulations and guidelines. ● Build and maintain strong, long-term relationships with clients. ● Stay updated on industry trends, new financial products, and evolving investment strategies through continuous learning and professional development

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काम पाने के लिए कभी पैसे मत दो। Fee माँगे तो scam है। दस निशान →