Sales Person@My Money Management
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
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.