Required Wealth Manager/ Executive - Insurance @ Disha Investment

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Required Wealth Manager/ Executive - Insurance

Disha Investment
1 - 6 years
Delhi, NCR
5 years ago
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Job Description

Roles and responsibilities

Hands on experience in wealth/portfolio management, financial planning or investment advisory in at least one of the following products: Mutual Funds (MF), Life Insurance (LI), General Insurance
Procuring the potential clients through networking, database, market analysis and references.
End to End Client Relationship Management - advising as per risk profile of the client.
Sales and Distribution of Mutual Funds,Life and Health Insurance.
For reference www.disha.co , www.dishainsurance.com , www.explorefunds.com

Job Specification:

Experience: 1-10 years.

Suitable candidate can mail their updated resume in word format at ca***r@di**a.co

Location: Delhi / Mumbai / Bangalore

Perks and Benefits

Incentives + Reimbursement

Job Classification

Industry: Banking, Financial Services, Broking
Functional Area: Sales, Retail, Business Development,
Role Category: Retail Sales
Role: Retail Sales
Employement Type: Full time

Education

Under Graduation: Graduation Not Required, Any Graduate in Any Specialization
Post Graduation: Post Graduation Not Required
Doctorate: Doctorate Not Required, Any Doctorate in Any Specialization

Contact Details:

Company: DISHA INVESTMENT CENTRE PVT. LTD.
Location(s): Delhi, NCR

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Keyskills: portfolio manager Portfolio Management Mutual Funds Life Insurance Client Relationship Management Finance Insurance Sales Wealth Manager Wealth Management Sales financial planner investment advisor MF Investment Advisory LI Health Insurance

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₹ 2,50,000 - 7,00,000 P.A

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Your name (*)

Email (*)

Mobile (*)

Preferred City (* max. 2 w/comma)

Designation / Expected Role

Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

Add social media [ + ]

Create password

I agree with website service terms and conditions

Disha Investment

Disha Investment Insurance Brokers is licenced as a Direct Broker for both life and general Insurance with IRDAI vide license number 666.The company is promoted with the main objective to provide professional guidance in the field of Insurance to retail and corporate clients. At Disha Insura...

Required Wealth Manager/ Executive - Insurance @ Disha Investment

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