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Sales Person@My Money Management

Company Name My Money Management
Location Santacruz, Mumbai, India
Job Type Sales Person
Job Description

Company Profile : 

Wealth Management And Financial Advisors , Real Estate Advisor (Purely For Investments)

Job Description : 

• Meeting set of existing clients to review their portfolio
• Handling service request of all clients and fulfilling them to satisfaction.
• Doing regular review of client’s investment portfolio.
• Updating clients on new products and offerings.
• Creating opportunities of cross sell through excellent service delivery.
• Generating new referrals from existing set of clients.
• Acquisition of new clients.

Candidates Profile :  

• CFP/MBA - Finance

Fresher 

 

Salary :  As per company standards

Interested candidates can mail their updated

resumes at “Placement@fpa.edu.in” with the company name and profile name.

Please go through the JD carefully before applying.

Posted Date 27/09/2019

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