A Naukri Group company
Login చేయండిHire Local Staff
A Naukri Group companyLogin చేయండిHire Local Staff
25,000 - 35,000 /నెల
Capino Wealth Advisory And Distribution Private Limited
పార్వతి గావ్, పూనే
కస్టమర్ మద్దతు / టెలికాలర్ లో 6 - 12 నెలలు అనుభవం
ఫుల్ టైమ్
Capino Wealth Advisory And Distribution Private Limited is seeking a knowledgeable and client-focused Relationship Officer - Investments to join our Pune team. In this specialized role, you will be dedicated to managing, advising, and expanding the investment portfolios of our retail and high-net-worth (HNI) clients. Your primary responsibilities will include conducting in-depth portfolio reviews, assessing client risk profiles and financial goals, and providing tailored investment solutions across Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), equities, and fixed-income products. The ideal candidate possesses a deep understanding of financial markets and investment strategies, excellent communication skills, and a proven ability to nurture long-term client relationships by offering sound, objective wealth management guidance.
Ready to do filed sales,Ready to do backoffice work regarding processing of loan Files,Bike is necessary.
High Demand
