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Position Details:
Position SALES @ My Money Management
Company Name My Money Management
Location Mumbai, India
Job Type SALES
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.

Cadidate Profile :

  • CFP/MBA - Finance
  • Fresher

Salary : As per market standard

Interested candidates can mail their updated resumes at “” with the company name and profile name.

Please go through the JD carefully before applying.

Posted Date 15/03/2019

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